Tyler Green Carter
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
- Pitchbook DataJun 2024 to Aug 2024
- Russell InvestmentsMar 2023 to Aug 2023
- Usi Insurance ServicesJun 2022 to Aug 2022
- Texas Christian UniversityAug 2021 to May 2025
- Amazon, Seattle Academy High SchoolApr 2021 to Jun 2021
- King County CouncilJun 2020 to Aug 2020
- King County CouncilJun 2019 to Aug 2019
- Seattle Academy High SchoolSep 2017 to Jun 2021
- Seattle Academy Middle 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
- 8125005
- Firm CRD
- 8174