Gavin Michael Gold
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Gavin Michael Gold? 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
10 years in the industry.
- UBS Financial Services, IncSep 2025 to now
- Charles Schwab & Co., Inc.Nov 2023 to Aug 2025
- The Posse EastAug 2023 to Oct 2023
- Full Time EducationAug 2022 to Aug 2023
- Stevens TransportMay 2022 to Aug 2022
- Full Time EducationAug 2021 to May 2022
- Big Tx WellnessMay 2021 to Aug 2021
- Delta Delta DeltaAug 2020 to May 2022
- Uber EatsFeb 2020 to Aug 2020
- Full Time EducationAug 2019 to Feb 2020
- Bent Tree Country ClubMay 2019 to Aug 2019
- Full Time EducationAug 2018 to May 2019
- Canyon Creek Country ClubMay 2018 to Aug 2018
- Jcc DallasAug 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7805243
- Firm CRD
- 8174