Nathan Duchene
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.Oct 2025 to now
- EscpJun 2024 to Aug 2025
- Palm Beach Sailing ClubMay 2023 to Jul 2023
- El Corte InglesJul 2022 to Mar 2023
- Neom Business SchoolJun 2020 to Jun 2024
- TurningpointJun 2020 to Dec 2020
- IcamJun 2019 to Jun 2020
- Lycee Francais International Georges PompidouJun 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8174716
- Firm CRD
- 8174