Owen Kevin Lillis
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services, IncOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Knighthead Capital Management LLCJul 2024 to Aug 2024
- The Country Club of DarienJun 2024 to Jul 2024
- Rolling Hills Country ClubMay 2023 to Aug 2023
- Rolling Hills Country ClubMay 2022 to Aug 2022
- St. Lawrence UniversityAug 2021 to May 2025
- Wilton High SchoolAug 2017 to Jun 2021
- Middlebrook SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8168861
- Firm CRD
- 8174