Wyatt Pratt
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Sep 2025 to now
- UnemployedJun 2025 to Aug 2025
- Northwestern MutualOct 2024 to May 2025
- B. Riley FinancialMay 2024 to Jul 2024
- StudentAug 2021 to May 2025
- Calamigos Guest RanchAug 2021 to Aug 2022
- Dicks Sporting GoodsAug 2019 to Dec 2021
- Westlake High SchoolAug 2017 to Jul 2021
- Full Time StudentNov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8000255
- Firm CRD
- 8174