La Jolla, CA 1200 Prospect Street Suite 100 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
38
Of 9,322 advisors across 992 offices
Location
1200 Prospect Street, Suite 100
La Jolla CA 92037
Advisors at this office
38
Advisors at this office
Jessie D
Series 66
La Jolla, CA
UBS Financial Services
Jessie Deck is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-based, model-driven financial planning and portfolio management.
Rachel A
Series 63, Series 65
La Jolla, CA
UBS Financial Services
Rachel Arendt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor portfolios. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and services.
Alexander H
Series 66
La Jolla, CA
UBS Financial Services
Alexander Howell is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a broad range of capital markets and lending programs.
Edward G
Series 66
La Jolla, CA
UBS Financial Services
Edward Gabrielyan is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 credential and possessing two years of industry experience. Prior to joining UBS in 2022, he worked at Peregrine Music and has been self-employed since 2017. Outside of his advisory role, he occasionally works as a pianist, performing at restaurants and tutoring students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.
Lisa L
Series 63, Series 66
La Jolla, CA
UBS Financial Services
Lisa Licini is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.
Michael Q
Series 63, Series 65
La Jolla, CA
UBS Financial Services
Michael Quaranta is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS since 1986. Quaranta serves as a member of the board of directors for Summerlin Investments, LLC, an entity used for personal asset protection purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.
Frank B
Series 63
La Jolla, CA
UBS Financial Services
Frank Baldwin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Jared P
Series 66
La Jolla, CA
UBS Financial Services
Jared Papin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and over 23 years of industry experience. He has been with UBS since 2002. Outside of advising, he owns and manages short-term and long-term rental properties. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm offers proprietary research-based portfolio management and fee-based financial planning through a large network of advisors.
Anton T
Series 66
La Jolla, CA
UBS Financial Services
Anton Tkachenko is a financial advisor at UBS Financial Services with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Wallick Wealth Management, LPL Enterprise, Wealthfront, and Wedbush Securities. He is based in La Jolla, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.
Laura F
Series 66
La Jolla, CA
UBS Financial Services
Laura Fetterman is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advice using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.
Karina M
Series 66
La Jolla, CA
UBS Financial Services
Karina Mendoza is a Series 66-licensed financial advisor at UBS Financial Services with seven years of industry experience. She has worked at UBS since 2019 and previously had brief tenures at Merrill Lynch. Outside of her advisory roles, she was involved with YMCA San Diego County for five years and San Diego State University for four years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.
David C
Series 66
La Jolla, CA
UBS Financial Services
David Cynkin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at UBS since 2023 and academic positions at the University of Oregon from 2019 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.
Danielle M
Series 63, Series 66
La Jolla, CA
UBS Financial Services
Danielle Martinez is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Lincoln Financial Group, and the University of Hawaii at Manoa. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Madeleine B
Series 66
La Jolla, CA
UBS Financial Services
Madeleine Bricken is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to her advisory career, she attended Denison University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.
Christian Edward S
Series 66
La Jolla, CA
UBS Financial Services
Christian Edward Seiber is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at CETERA Advisor Networks LLC and has held roles outside finance at Sully Entertainment Group and The BXNG Club. He also has experience with the City of Del Mar. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")