Taylor Magnolia Weinstein

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

• 08/2015 → 01/2019
  Lili Magnolia Catering Company
  Los Angeles, CA
• 04/2020 → 09/2022
  Rocco's Neighborhood Pizza
  Los Angeles, CA
• 07/2023 → 09/2023
  Raken
  Carlsbad, CA
• 10/2024 → 02/2025
  Santa Barbara County Employees' Retirement System
  Santa Barbara, CA
• 06/2023 → 05/2025
  Woodstock's Pizza Iv
  Goleta, CA
• 02/2025 → 05/2025
  Mercer Advisors
  Santa Barbara, CA
• 03/2024 → 05/2025
  Ucsb Dean's Investment Group
  Goleta, CA
• 08/2025 → Present
  Ubs Financial Services Inc
  Los Angeles, CA
• 08/2017 → 06/2021
  Alexander Hamilton High School
  Los Angeles, CA
• 09/2021 → 06/2025
  University Of California, Santa Barbara
  Goleta, CA
• 09/2023 → 01/2024
  University College London
  London

Exams

• S66 Uniform Combined State Law Examination
  2026-01-28