Analia Grace Gallagher
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
4 statesRegistered 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
- UBSApr 2025 to now
- Complete Repair & MaintenanceJan 2024 to Apr 2025
- AritziaJun 2021 to Jan 2024
- Clemson UniversityAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- American EagleJul 2019 to May 2020
- Cornwall Central High SchoolJan 2018 to Jul 2019
- Medicine Chest PharmacyDec 2016 to Jan 2018
- Cornwall Central School DistrictApr 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (NC, NJ, NY, 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
- 8033430
- Firm CRD
- 8174