Alexia Boyd

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 → 08/2017
  Unemployed: Saint Brendan High School
  Miami, FL
• 10/2018 → 12/2018
  Mathnasium, Inc.
  Miami, FL
• 03/2019 → 04/2019
  Miami Dade County Youth Fair And Expositions, Inc.
  Miami, FL
• 06/2021 → 08/2021
  Harrison Street
  Chicago, IL
• 08/2021 → 09/2021
  University Athletic Association, Inc.
  Gainesville, FL
• 06/2022 → 08/2022
  Goldman Sachs
  Miami, FL
• 08/2017 → 10/2018
  Unemployed: School For Advanced Studies
  Miami, FL
• 12/2018 → 03/2019
  Unemployed: School For Advanced Studies
  Miami, FL
• 04/2019 → 08/2019
  Unemployed: School For Advanced Studies
  Miami, FL
• 08/2019 → 06/2021
  Unemployed: University Of Florida
  Gainesville, FL
• 09/2021 → 06/2022
  Unemployed: University Of Florida
  Gainesville, FL
• 08/2022 → 06/2023
  Unemployed: University Of Florida
  Gainesville, FL
• 07/2023 → 08/2025
  Goldman Sachs
  Miami, FL
• 10/2025 → Present
  Ubs Financial Services, Inc
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Alexia Dauelsberg