Grace-anne Caroline Dangerfield
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- UBS Financial Services Inc.Oct 2024 to now
- The Vanguard Group, Inc.Jul 2023 to Oct 2024
- Linville Ridge Country ClubAug 2022 to Jun 2023
- First Citizens BankJun 2021 to Aug 2022
- State FarmOct 2019 to Oct 2020
- Appalachian StateAug 2019 to May 2023
- Urban OutfittersMay 2017 to May 2018
- First Residential ServicesJan 2017 to May 2019
- Student At EnkaJan 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7760039
- Firm CRD
- 8174