Taro Higashi Zimmerman
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
2 statesRegistered 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 Inc.Jan 2026 to now
- Cornell UniversityAug 2025 to Dec 2025
- AlphasightsMay 2025 to Aug 2025
- Ie UniversityJan 2025 to May 2025
- Cornell UniversityAug 2024 to Dec 2024
- Avdoo & PartnersJun 2024 to Aug 2024
- Cornell UniversityAug 2023 to May 2024
- Shift Space CapitalJun 2023 to Aug 2023
- Cornell UniversityAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- Berkeley Carroll SchoolSep 2017 to May 2022
- UnemployedMay 2017 to Sep 2017
- The Mandell SchoolSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8188137
- Firm CRD
- 8174