Chase Adrian Marion
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.Jan 2026 to now
- UBS Financial Service, IncOct 2025 to now
- UnemployedJun 2025 to Sep 2025
- Genoa PartnersJun 2024 to Sep 2024
- One Source IndustriesFeb 2024 to May 2024
- Irvine CompanyJun 2023 to Aug 2023
- Newport Beach Tennis ClubJun 2023 to Aug 2023
- University of San DiegoSep 2021 to May 2025
- Toca FootballJun 2021 to Aug 2021
- UnemployedJul 2020 to May 2021
- Corona Del Mar High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8164222
- Firm CRD
- 8174