Peter William Kent
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Peter William Kent? Claim your profile
Contact this firm
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
15 years in the industry.
- UBS Financial Services, IncMay 2025 to now
- Kanakuk InstituteSep 2024 to Apr 2025
- Kanakuk KampsMay 2024 to Aug 2024
- UBS Financial Services, IncMay 2023 to Aug 2023
- DungareesOct 2022 to Dec 2023
- Kanakuk KampsMay 2022 to Aug 2022
- University of Missouri - ColumbiaAug 2020 to May 2024
- Brentwood AcademyAug 2019 to May 2020
- Carroll High SchoolAug 2018 to May 2019
- Canterbury SchoolAug 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7747608
- Firm CRD
- 8174