Gabrielle Finn
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Gabrielle Finn? Claim your profile
Contact this firm
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, IncJan 2026 to now
- UnemployedMar 2025 to Dec 2025
- The Sunwater InstituteJun 2024 to Aug 2024
- United States Congress Committee On the BudgetJun 2023 to Aug 2023
- Eagle Hill SchoolJun 2022 to Jun 2022
- Santa Clara UniversitySep 2021 to Mar 2025
- Ywca of GreenwichJun 2021 to Aug 2021
- School of the Holy ChildSep 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8193567
- Firm CRD
- 8174