Paige Vieira
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 Inc.Aug 2026 to now
- Nanny - Private FamilyMay 2026 to Aug 2026
- UBSJun 2025 to Aug 2025
- Franklin TempletonJun 2024 to Aug 2024
- Babson CollegeAug 2022 to May 2026
- Nanny - Private FamilyJun 2022 to Aug 2022
- Cumberland High SchoolSep 2018 to Jun 2022
- North Cumberland Middle SchoolAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7943043
- Firm CRD
- 8174