David Rzeslawski
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you David Rzeslawski? Claim your profile
Contact this firm
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
- State and LibertyNov 2025 to Jan 2026
- First Hawaiian BankNov 2024 to Aug 2025
- Post Graduation TravelMay 2024 to Nov 2024
- Pepperdine UniversityJan 2021 to May 2024
- Mesa CollegeAug 2020 to Dec 2020
- Lulu LemonJun 2020 to Aug 2022
- St. Augustine High SchoolJan 2019 to May 2020
- Img Academy SchoolAug 2017 to Dec 2018
- St. Augustine High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8208455
- Firm CRD
- 8174