Joseph Frederick Albrecht
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, IncJul 2024 to now
- Houndstooth PubOct 2023 to Jun 2024
- UnemployedJun 2023 to Oct 2023
- Proliance SurgeonsAug 2022 to Jun 2023
- University of WashingtonSep 2021 to Jun 2022
- King County Medical SocietyJun 2021 to Feb 2022
- University of WashingtonSep 2020 to Jun 2021
- Uw MedicineMay 2020 to Sep 2020
- University of WashingtonSep 2019 to Jun 2020
- Uw MedicineJun 2019 to Sep 2019
- University of WashingtonAug 2018 to Jun 2019
- Proliance SurgeonsJun 2018 to Sep 2018
- Bellevue High SchoolSep 2017 to Jun 2018
- Overlake Golf and Country ClubJun 2017 to Sep 2017
- Bellevue High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7950829
- Firm CRD
- 8174