Yvette Tammi Wright

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

• 05/2011 → 11/2016
  Wells Fargo Advisors, Llc
  Irvine, CA
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 10/2018 → 08/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2018 → 08/2021
  Miramontes Capital
  Newport Beach, CA
• 02/2022 → 03/2022
  Lincoln Financial Distributors
  Fort Wayne, IN
• 09/2021 → 02/2022
  Unemployed
  Anaheim, CA
• 03/2022 → 01/2024
  Unemployed
  Anaheim, CA
• 01/2024 → Present
  Ubs Financial Services Inc.
  Irvine, CA

Previous Registrations

• 2012-05-21 → 2018-10-22
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-16
• S66 Uniform Combined State Law Examination
  2012-05-19

Other Names

• Yvette T Wright