Taylor Mahlandt
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- J.P. Morgan Securities LLCFeb 2024 to Dec 2025
- Morgan StanleySep 2023 to Jan 2024
- U.S. ArmyJan 2021 to Jan 2024
- UnemployedJul 2020 to Jan 2021
- Kemp IsdAug 2019 to Jul 2020
- UnemployedJun 2018 to Jul 2019
- Brazosport IsdAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7801212
- Firm CRD
- 8174