Velios Anthony Kodomichalos

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

• 06/2014 → 12/2016
  Tic Management Llc
  Los Angeles, CA
• 08/2025 → Present
  Ubs Financial Services Inc.
  Irvine, CA
• 12/2016 → 11/2021
  Randwick Advisory Services, Inc
  Los Angeles, CA
• 10/2021 → 04/2025
  Wilmington Trust Na
  Los Angeles, CA
• 04/2025 → 08/2025
  Randwick Advisor Services, Inc.
  Los Angeles, CA

Other Businesses

Open Influence Inc. 11520 San Vicente Boulevard, Los Angeles, CA, 90049. Part Time CFO,1099 Contractor, Privately Held CO. Non securities digital media company 16-30 hrs per month. Strategic Planning/Accounting 10/23/2017 Randwick Corp. Wholly Owned C Corp of (Velios K) 10787 Wilshire Blvd. LA CA 90024. Personal corp entity. 0 hours per month Beverly Hills Bridge Club,CAUnited States,ClubSport & Leisure Facilities,Provides competitive bridge games to members and the public,OthercChairman, Start date- 1/1/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-27
• S66 Uniform Combined State Law Examination
  2025-09-11
• S63 Uniform Securities Agent State Law Examination
  2002-05-31

Other Names

• Veios Kodomichalos