Las Vegas, NV W. Charleston Blvd 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
33
Of 9,303 advisors across 994 offices
Location
10801 W. Charleston Blvd
Las Vegas NV 89135
Advisors at this office
33
Advisors at this office
Sara M
Series 66
Las Vegas, NV
UBS Financial Services
Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including portfolio management, financial planning, and institutional trading capabilities.
Scott C
CFP®, Series 63, Series 65
Las Vegas, NV
UBS Financial Services
Scott Chamberlain is a CFP® professional with 31 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he served on the board of directors for the Miracle League of Las Vegas, a charity that provides baseball opportunities for individuals with physical and mental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management solutions and provides research-driven, tailored financial plans.
Amalia R
Series 66
Las Vegas, NV
UBS Financial Services
Amalia Ranck is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. Based in Las Vegas, NV, she provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Natalie A
CFP®, ChFC®, Series 66
Las Vegas, NV
UBS Financial Services
Natalie Abraham is a financial advisor at UBS Financial Services with six years of industry experience. She holds the CFP® and ChFC® designations, as well as the Series 66 license. Natalie’s prior experience includes multiple roles at Merrill and positions in banking and insurance, along with work at the University of Nevada, Las Vegas. Outside of her advisory work, she is the managing member of a locksmith business in Las Vegas. 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 uses proprietary research and model-based asset allocations to tailor client plans.
Kurt M
Series 63, Series 65
Las Vegas, NV
UBS Financial Services
Kurt Maier is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. 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 financial plans.
Malinda M
Series 63, Series 65, Series 66
Las Vegas, NV
UBS Financial Services
Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored advice supported by proprietary research and model-based asset allocations.
Tyler D
Series 66
Las Vegas, NV
UBS Financial Services
Tyler Deaver is a financial advisor at UBS Financial Services with the Series 66 designation and six years of industry experience. Before joining UBS in 2019, he worked at Apple Inc. and the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.
Madeleine J
Series 66
Las Vegas, NV
UBS Financial Services
Madeleine Jackson is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked previously at ATS Advanced Trustee Strategies and Central Coast Wealth Management. Her background also includes roles connected to the University of San Diego Alumni Center and teaching experience. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.
Colin C
Series 66
Las Vegas, NV
UBS Financial Services
Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.
Haylie K
Series 66
Las Vegas, NV
UBS Financial Services
Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. 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 provides research-based, tailored financial plans through its network of advisors.
Sidney T
Series 66
Las Vegas, NV
UBS Financial Services
Sidney Thompson is a financial advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. Prior to joining UBS, Sidney worked in various roles including positions at AG Light and Sound and Hearthstone Kitchen and Cellar. Sidney has also been affiliated with the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
Dannette T
Series 63, Series 65
Las Vegas, NV
UBS Financial Services
Dannette Trivisonno is a financial advisor at UBS Financial Services with 38 years of industry experience. She has held her current position at UBS since 2009. Her credentials include the Series 63 and Series 65 designations. UBS Financial Services Inc. 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 provides research-based, model-driven financial strategies tailored to clients’ goals and risk tolerances.
Maxwell M
Series 66
Las Vegas, NV
UBS Financial Services
Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.
Drew B
Series 66
Las Vegas, NV
UBS Financial Services
Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.
Sam M
Series 63, Series 65
Las Vegas, NV
UBS Financial Services
Sam Mineo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the board of directors for the UNLV Rebel Football Foundation, a charity focused on raising funds and awareness for UNLV football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.
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