Liam Robert Sawchuk
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.Jun 2026 to now
- UnemployedMar 2026 to May 2026
- Equitable Advisors LLCFeb 2026 to Mar 2026
- UnemployedAug 2025 to Feb 2026
- Liberty Lake Day CampJun 2024 to Aug 2025
- Rutgers University - New BrunswickAug 2023 to May 2025
- Mansfield Township PropertiesMay 2022 to Aug 2022
- Rowan College At Burlington CountySep 2021 to May 2023
- Dat LLCMay 2021 to Sep 2021
- Northern Burlington County Regional High SchoolSep 2017 to Jun 2021
- Northern Burlington County Regional Middle SchoolDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8197725
- Firm CRD
- 8174