Elizabeth Hanan Marshall
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.Jul 2025 to now
- Oto DevelopmentMar 2024 to Aug 2024
- Washington and Lee University Math DepartmentJan 2022 to Jul 2025
- Washington and Lee University Campus RecreationDec 2021 to Jun 2025
- Washington and Lee UniversityAug 2021 to Jul 2025
- Rj Reynolds High SchoolAug 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8147668
- Firm CRD
- 8174