Matheus De souza
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
- Fresh Touch LLCOct 2023 to now
- Fidelity InvestmentsJan 2025 to Sep 2025
- Tjx CompaniesMay 2024 to Aug 2024
- Hd ChasenJan 2023 to Feb 2025
- Jose's Painting CoJun 2022 to Aug 2022
- Encompass FitnessSep 2021 to Apr 2023
- Boys and Girls Club of MetrowestJun 2019 to Aug 2021
- Courtyard MarriottDec 2018 to Oct 2019
- Marlborough High SchoolMay 2018 to Dec 2018
- Altitude Trampoline ParkFeb 2018 to May 2018
- Friendly'sNov 2017 to Mar 2018
- Marlborough High SchoolNov 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8035431
- Firm CRD
- 8174