Sarah Dekay
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- UBS Financial Services Inc.Jul 2023 to now
- Hand & StoneFeb 2023 to May 2023
- UnemployedJan 2023 to Feb 2023
- Holmes Murphy & AssociatesJun 2022 to Aug 2022
- Esporta FitnessAug 2021 to Nov 2021
- Mesa Family PracticeJun 2020 to Aug 2020
- University of DallasAug 2019 to Dec 2022
- Mesa Family PracticeMay 2019 to Aug 2019
- Trattoria Di BernardoneNov 2017 to Mar 2018
- Piedra Vista High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7745575
- Firm CRD
- 8174