Lyssa Ann Tyler
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services, IncAug 2025 to now
- UBS Financial Services, IncJun 2024 to Aug 2024
- Kreitler FinancialSep 2023 to Dec 2023
- Teed Capital Management of Raymond JamesJun 2023 to Aug 2023
- Ottani LandscapingJun 2022 to Aug 2022
- Lax PlusJun 2021 to Aug 2021
- Yale UniversitySep 2020 to Jun 2025
- United Parcel ServiceJun 2020 to Dec 2020
- MobilSep 2019 to Dec 2019
- Longmeadow Parks and RecreationApr 2018 to Jun 2018
- Longmeadow High SchoolSep 2016 to Jul 2020
- Tyler LandscapingJan 2016 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7752230
- Firm CRD
- 8174