Elizabeth Birdie Stewart
Investment adviser representative at UBS Financial Services Inc.
22 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
22 years in the industry.
- UBS Financial Services Inc.Oct 2025 to now
- Wells Fargo Advisors Financial Network, LLCMay 2025 to Sep 2025
- College of CharlestonAug 2024 to May 2025
- Morgan StanleyJul 2024 to Aug 2024
- Bettys Seafood ShackJun 2024 to Aug 2024
- UnemployedFeb 2024 to May 2024
- Maya ChiaSep 2023 to Dec 2023
- 82 Queen HospitalityJan 2023 to Jan 2024
- Farm Stand On 14thJun 2022 to Aug 2023
- Margate RecreationJun 2018 to Aug 2022
- UnemploymentOct 2003 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7952086
- Firm CRD
- 8174