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Hailey Brielle Van Avery

Ubs Financial Services Inc.

Everett, WA

Everett, WA

CRD 7076485

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-08-08
  • WA RA
    APPROVED
    Since 2020-08-08

Branch Locations

Everett, WA • United States

1604 Hewitt Avenue Suite 601, Everett, WA 98201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Everett WA 02/2020 Present
Grounds Coffee Co. Mukilteo WA 03/2019 02/2020
Ubs Financial Services Bellevue WA 03/2019 06/2019
Boeing Everett WA 06/2018 03/2019
Education Edmonds WA 08/2016 06/2018
  • 02/2020 → Present
    Ubs Financial Services Inc.
    Everett, WA
  • 03/2019 → 02/2020
    Grounds Coffee Co.
    Mukilteo, WA
  • 03/2019 → 06/2019
    Ubs Financial Services
    Bellevue, WA
  • 06/2018 → 03/2019
    Boeing
    Everett, WA
  • 08/2016 → 06/2018
    Education
    Edmonds, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2020-08-07

View on SEC IAPD

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