Cameron Mason Olds
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
4 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Cameron Mason Olds? 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
15 years in the industry.
- UBS Financial Services Inc.Jul 2024 to now
- New Parent Career BreakJan 2024 to Jun 2024
- Gds GroupMay 2023 to Dec 2023
- Trooh MediaJul 2022 to Feb 2023
- BryterMay 2021 to Jul 2022
- SmartlingSep 2019 to May 2021
- UnemployedMay 2019 to Sep 2019
- SchoologyJan 2019 to May 2019
- UnemployedJun 2018 to Dec 2018
- Mad MexSep 2016 to Aug 2018
- GiantSep 2015 to May 2017
- Penn State UniversityAug 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).
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
- 7944998
- Firm CRD
- 8174