Patrick Ronan Campion
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Sep 2024 to now
- UBSJul 2024 to now
- Rmg AdvisorsMay 2023 to Aug 2023
- Bethesda Country ClubMay 2021 to Aug 2022
- Ohio State UniversityAug 2020 to May 2024
- Kelley's By the LighthouseJun 2019 to Aug 2019
- High SchoolSep 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, NJ).
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
- 7945792
- Firm CRD
- 8174