Alec Reed Weber
Investment adviser representative at UBS Financial Services Inc.
18 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
18 years in the industry.
- UBS Financial Services, IncNov 2024 to now
- AlteryxJul 2023 to Oct 2024
- AlteryxMay 2022 to Aug 2022
- Drake CooperJun 2021 to Aug 2021
- Proud Source WaterMay 2021 to Aug 2021
- Inspired Living CollectionJul 2020 to Aug 2020
- Texas Christian UniversityAug 2019 to May 2023
- Boise School DistrictAug 2008 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7999261
- Firm CRD
- 8174