Cole Kenneth Bailey
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- UnemployedSep 2025 to Dec 2025
- State Farm InsuranceMay 2025 to Aug 2025
- UnemployedJan 2024 to Apr 2025
- College FreshAug 2023 to Dec 2023
- UnemployedAug 2022 to Jul 2023
- Houston RocketsJul 2022 to Aug 2022
- Evelyn Rubenstein Jewish Community CenterJun 2022 to Jul 2022
- UnemployedJan 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8208448
- Firm CRD
- 8174