Alexia Boyd
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services, IncOct 2025 to now
- Goldman SachsJul 2023 to Aug 2025
- Unemployed: University of FloridaAug 2022 to Jun 2023
- Goldman SachsJun 2022 to Aug 2022
- Unemployed: University of FloridaSep 2021 to Jun 2022
- University Athletic Association, Inc.Aug 2021 to Sep 2021
- Harrison StreetJun 2021 to Aug 2021
- Unemployed: University of FloridaAug 2019 to Jun 2021
- Unemployed: School for Advanced StudiesApr 2019 to Aug 2019
- Miami Dade County Youth Fair and Expositions, Inc.Mar 2019 to Apr 2019
- Unemployed: School for Advanced StudiesDec 2018 to Mar 2019
- Mathnasium, Inc.Oct 2018 to Dec 2018
- Unemployed: School for Advanced StudiesAug 2017 to Oct 2018
- Unemployed: Saint Brendan High SchoolAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7790951
- Firm CRD
- 8174