Spencer Chippi
Investment adviser representative at UBS Financial Services Inc.
25 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Spencer Chippi? Claim your profile
Contact this firm
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
25 years in the industry.
- UBS Financial Services Inc.Sep 2024 to now
- UnemployedJun 2024 to Aug 2024
- Shurtape Technologies, LLCMay 2023 to Aug 2023
- Geon Performance SolutionsMay 2022 to Aug 2022
- Brick Street Bar & GrillAug 2021 to May 2024
- Jet's PizzaJul 2021 to May 2022
- Five GuysJul 2018 to Jul 2021
- UnemployedNov 2001 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7973125
- Firm CRD
- 8174