Taylor Magnolia Weinstein
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Aug 2025 to now
- Mercer AdvisorsFeb 2025 to May 2025
- Santa Barbara County Employees' Retirement SystemOct 2024 to Feb 2025
- Ucsb Dean's Investment GroupMar 2024 to May 2025
- University College LondonSep 2023 to Jan 2024
- RakenJul 2023 to Sep 2023
- Woodstock's Pizza IvJun 2023 to May 2025
- University of California, Santa BarbaraSep 2021 to Jun 2025
- Rocco's Neighborhood PizzaApr 2020 to Sep 2022
- Alexander Hamilton High SchoolAug 2017 to Jun 2021
- Lili Magnolia Catering CompanyAug 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8101871
- Firm CRD
- 8174