Isabella Hellena Velez
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, IncAug 2026 to now
- Eat Cake 4 BreakfastMay 2026 to Jul 2026
- ChipotleMar 2026 to May 2026
- UBS Financial Services, IncJun 2025 to Aug 2025
- Uri College of BusinessSep 2023 to Dec 2023
- Wequassett Resort and Golf ClubJun 2023 to Aug 2023
- University of Rhode IslandSep 2022 to May 2026
- Wequassett Resort and Golf ClubJun 2022 to Aug 2022
- Wequassett Resort and Golf ClubJun 2021 to Aug 2021
- American Heritage SchoolAug 2018 to May 2022
- Bak Middle School of the ArtsAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8079766
- Firm CRD
- 8174