Victoria Isabelle Da conceicao
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Victoria Isabelle Da conceicao? 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
10 years in the industry.
- UBS Financial Services, IncJan 2025 to now
- Bain & CompanyOct 2023 to Dec 2024
- Gcm GrosvenorJun 2022 to Aug 2022
- Oaktree Capital ManagementJul 2021 to Aug 2021
- Northwestern UniversitySep 2019 to Jun 2023
- Alzheimer's Brain BoxJul 2018 to Sep 2023
- Tilden Preparatory SchoolOct 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 8021871
- Firm CRD
- 8174