Remi Lizzio
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- DexianMay 2024 to Dec 2025
- MshJun 2023 to Aug 2023
- Gabrielle CoiffeurJun 2022 to Jul 2022
- Florida State UniversityAug 2021 to May 2025
- M.I.A. Kitchen & BarMay 2021 to Aug 2021
- Raw JuceJun 2019 to Dec 2020
- GbysaOct 2018 to May 2021
- Spanish River High SchoolAug 2017 to May 2021
- Eagles Landing Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8200852
- Firm CRD
- 8174