Nicholas Stavros Nalbatian
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Nicholas Stavros Nalbatian? 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
- Webster BankDec 2023 to Dec 2025
- Western Connecticut State UniversityJan 2023 to Jan 2024
- Whole Foods MarketMar 2022 to Nov 2023
- Western Connecticut State UniversitySep 2021 to Mar 2022
- Thrillz High-flying Adventure ParkOct 2020 to Sep 2021
- Westside Middle School; Danbury High School; WcsuJan 2016 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8216464
- Firm CRD
- 8174