Ashley Ann Childress
Investment adviser representative at UBS Financial Services Inc.
14 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
14 years in the industry.
- UBS Financial Services, IncSep 2024 to now
- Wilmot MountainNov 2021 to now
- Lettuce Entertain You - MiruOct 2023 to Jun 2024
- Cunningham Meyer and Vedrine, P.C,Aug 2023 to Aug 2024
- Depaul UniversitySep 2022 to Aug 2023
- Cunningham Meyer and Vedrine, P.C,Jun 2019 to Jun 2022
- University of Illinois - Urbana ChampaignAug 2017 to May 2021
- College of DupageAug 2016 to May 2017
- Cantigny GolfApr 2012 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7970874
- Firm CRD
- 8174