Parker Wiseman
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 Inc.Jan 2026 to now
- Bank of AmericaJun 2024 to Aug 2024
- University of Texas At AustinAug 2023 to Dec 2025
- BoeingJun 2022 to Aug 2022
- Crunch FitnessJun 2022 to Aug 2022
- Inflection Brands LLCSep 2021 to Jun 2022
- StarbucksSep 2021 to Nov 2021
- University of Tennessee At KnoxvilleAug 2021 to May 2023
- Jimmy John'sSep 2018 to Mar 2020
- William Fremd High SchoolAug 2017 to May 2021
- Plum Grove Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 8190377
- Firm CRD
- 8174