Isabelle Marie Steel
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Isabelle Marie Steel? 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
11 years in the industry.
- UBS Financial Services Inc.Apr 2026 to now
- UnemployedDec 2025 to Apr 2026
- Crown Worldwide GroupJun 2024 to Aug 2024
- Johannsen & Associates, Inc.Jul 2023 to Dec 2025
- The Claremont ClubJun 2022 to Sep 2022
- University of California, Santa BarbaraSep 2021 to Jun 2025
- The Claremont ClubJun 2021 to Sep 2021
- Upland High SchoolJun 2017 to Jun 2021
- Pioneer Junior High SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8236659
- Firm CRD
- 8174