Carver Davis Lutz
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.Dec 2025 to now
- UnemployedJul 2024 to Dec 2025
- Phoenix IntelligenceFeb 2024 to Jul 2024
- Elon UniversityAug 2023 to May 2024
- UnemployedJun 2023 to Aug 2023
- Full-time Education: Elon UniversityAug 2022 to May 2023
- Blackwall HitchJun 2022 to Aug 2022
- Full-time Education: Elon UniversityAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Full-time Education: Elon UniversityAug 2020 to May 2021
- UnemployedJun 2020 to Aug 2020
- Full-time Education: Alexandria HighschoolSep 2019 to May 2020
- Jackson & Campbell Law FirmJun 2019 to Aug 2019
- Full-time Education: Alexandria HighschoolSep 2018 to May 2019
- Jackson & Campbell Law FirmJun 2018 to Aug 2018
- Full-time Education: Alexandria HighschoolSep 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Full-time Education: Alexandria HighschoolSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8208464
- Firm CRD
- 8174