Xuefei Xia

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 08/2021
  Barclays Services Corporation
  New York, NY
• 10/2014 → 03/2017
  Deloitte And Touche Llp
  New York, NY
• 08/2021 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2024-11-04

Other Names

• Xia