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Henry Renwick Minchin

Investment adviser representative at UBS Financial Services Inc.
17 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

17 years in the industry.

  1. UBS Financial Services Inc.Apr 2026 to now
  2. UnemployedJun 2025 to Mar 2026
  3. Gabelli Asset Management CompanyJul 2024 to Aug 2024
  4. Tourmaline Partners, LLCJun 2024 to Jul 2024
  5. Minchin Buick GmcJun 2023 to Aug 2023
  6. Southern Methodist UniversityAug 2021 to May 2025
  7. Greenwich High SchoolAug 2018 to Jun 2021
  8. Greenwich Country Day SchoolSep 2009 to Jun 2018

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
8214431
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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