Alessandra Bret Hoopes
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Jul 2025 to now
- TutornerdsAug 2024 to Jun 2025
- Mathnasium RsmAug 2024 to Feb 2025
- Kaykaze Adventure ExperienceFeb 2023 to Jun 2024
- Deckers LLCOct 2022 to Jan 2023
- Salmon River Adventure CompanyJun 2022 to Aug 2022
- University of Maryland Adventure ProgramAug 2021 to May 2022
- University of MarylandAug 2020 to May 2022
- Brigham Young University Department of Chemistry & BiochemistryJan 2019 to Jul 2020
- Sip'n SpotSep 2017 to Apr 2018
- Brigham Young UniversityAug 2017 to Apr 2022
- Mission Viejo High SchoolAug 2013 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
- 8083098
- Firm CRD
- 8174