Matthew Ian Fleissig
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Matthew Ian Fleissig? 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
12 years in the industry.
- UBS Financial Services, IncJul 2025 to now
- UBS Financial Services, IncOct 2024 to Dec 2024
- PlaywireMay 2024 to Jul 2024
- PuzzlehrMay 2023 to Aug 2023
- PuzzlehrJun 2022 to Aug 2022
- University of FloridaJun 2021 to May 2025
- Nami Nami, Inc (dba: Boon's Asian Bistro)Apr 2019 to Jun 2021
- Spanish River Community High SchoolAug 2017 to May 2021
- Omni Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7989075
- Firm CRD
- 8174