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Ethan Isaac Gail

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.

  1. UBS Financial Services Inc.Jan 2026 to now
  2. StudentJun 2024 to Jan 2026
  3. GambisOct 2022 to Jun 2024
  4. Jersey MikesOct 2020 to Jun 2024
  5. UnemployedMar 2020 to Oct 2020
  6. Blind Onion Pizza and PubJun 2017 to Mar 2020
  7. Steak n ShakeMay 2017 to Jun 2017
  8. StudentMay 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
8200853
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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