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Alexandria Peirce

Ubs Financial Services Inc.

Salt Lake City, UT

CRD 7801810

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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
UT RA APPROVED 2026-06-17
  • UT RA
    APPROVED
    Since 2026-06-17

Branch Locations

95 State Street Suite 2210, Salt Lake City, UT 84111 • 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
Morgan Stanley Sandy UT 10/2023 12/2024
Orangetheory Fitness South Jordan UT 05/2019 10/2023
Orangetheory Fitness South Jordan UT 05/2018 08/2018
Utah Valley University Orem UT 08/2018 08/2023
Bingham High School South Jordan UT 08/2016 08/2018
Ubs Financial Services, Inc Salt Lake City UT 12/2024 Present
  • 10/2023 → 12/2024
    Morgan Stanley
    Sandy, UT
  • 05/2019 → 10/2023
    Orangetheory Fitness
    South Jordan, UT
  • 05/2018 → 08/2018
    Orangetheory Fitness
    South Jordan, UT
  • 08/2018 → 08/2023
    Utah Valley University
    Orem, UT
  • 08/2016 → 08/2018
    Bingham High School
    South Jordan, UT
  • 12/2024 → Present
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-15
  • S66 Uniform Combined State Law Examination
    2026-06-15
Other Names
  • Ally Peirce

View on SEC IAPD

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