Kevin Wilczek
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.
- Bradshaw Social HouseJan 2026 to now
- UBS Financial Services Inc.Jan 2026 to now
- Ember and Eagle / the TillinghouseAug 2024 to Dec 2025
- Johnson and JohnsonJun 2024 to Aug 2024
- Rutgers Business SchoolSep 2023 to May 2025
- The Loaded SpoonJul 2023 to May 2024
- Brookdale Community CollegeSep 2022 to May 2023
- University of TampaJan 2022 to May 2022
- Hillsborough Community CollegeAug 2021 to Dec 2021
- West Motor FreightJun 2021 to Aug 2022
- Pizza and Pasta FactoryAug 2020 to Mar 2021
- Marlboro Recreation CamoJun 2019 to Aug 2019
- Marlboro Recreation CampJun 2018 to Aug 2018
- Marlboro High SchoolSep 2017 to Jun 2021
- Marlboro Memorial Middle SchoolSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8200861
- Firm CRD
- 8174