Anya Shakti Krishnaswamy
Investment adviser representative at UBS Financial Services Inc.
14 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
14 years in the industry.
- UBS Financial Services, Inc.Jul 2025 to now
- UnemployedJun 2025 to Jul 2025
- UBS Financial Services, IncFeb 2025 to Jun 2025
- University of Texas At AustinJul 2024 to May 2025
- UnemployedMar 2024 to Jul 2024
- Breakthrough Central TexasSep 2023 to Mar 2024
- UnemployedFeb 2023 to Aug 2023
- Cs DiscoJun 2022 to Jan 2023
- University of Texas At AustinAug 2020 to May 2022
- Allen IsdAug 2012 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8039725
- Firm CRD
- 8174