Kyle Alan Mackinnon
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Jul 2025 to now
- EpsilonDec 2023 to Jul 2025
- WayfairOct 2021 to Dec 2023
- Best Evidence Jury ConsultantsMar 2021 to Jul 2021
- Alien AttorneyMay 2020 to Sep 2020
- Sewanee: the University of the SouthAug 2017 to May 2021
- Little Creek Oyster Farm & MarketJun 2017 to Sep 2019
- Wellesley High SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8072847
- Firm CRD
- 8174