Tristan Paul Boyd
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, IncApr 2026 to now
- UnemployedJul 2025 to Mar 2026
- W&s BrokerageJul 2024 to Jun 2025
- Western and Southern LifeJun 2024 to Jun 2025
- Bankers Life and CasualtyMar 2024 to Jun 2024
- UnemployedDec 2023 to Feb 2024
- Tavern Restaurant GroupDec 2022 to Nov 2023
- University of CincinnatiAug 2022 to May 2023
- Karrikan DistillerySep 2021 to Nov 2022
- Mayerson GroupApr 2020 to Aug 2021
- University of CincinnatiAug 2019 to May 2020
- Boca Restaurant GroupApr 2018 to Oct 2019
- Skyline ChiliOct 2017 to Apr 2018
- University of Cincinnati- Blue AshAug 2017 to May 2019
- Firehouse GrilleFeb 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7967985
- Firm CRD
- 8174