Sophia Elizabeth Schwartz

Investment adviser representative at UBS Financial Services Inc.

11 yearsExperience

1 stateRegistered in

$915.8BFirm assets

55 yearsFirm in business

Are you Sophia Elizabeth Schwartz? Claim your profile

Contact this firm

From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

These describe the firm as a whole, not only this advisor.

11 years in the industry.

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

$915.8BAssets managed

1,144,588Clients

9,366Advisers

55 yearsIn business

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.