Declan Botwinick
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.Jun 2025 to now
- Barnegat Light Yacht ClubJul 2024 to Sep 2024
- The Keeper's LiquorsJun 2024 to Sep 2024
- Hurley and Associates, CpasDec 2023 to May 2025
- Barnegat Light Yacht ClubJun 2023 to Jun 2023
- Barnegat Light Yacht ClubJun 2022 to Sep 2022
- The University of Rhode IslandSep 2021 to May 2025
- N/aJun 2021 to Sep 2021
- Dom's Drive InJun 2020 to Sep 2020
- Dom's Drive InJun 2019 to Sep 2019
- Surf City 5 & 10Jun 2018 to Aug 2018
- Marine Academy of Science and Environmental TechnologySep 2017 to Jun 2021
- N/aJun 2017 to Sep 2017
- Toms River Intermediate NorthSep 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
- 8107910
- Firm CRD
- 8174