Kyara Smith, financial advisor Charlotte NC
88 score

Kyara Smith

CRD Number: 6314016
Current Firm: Ubs Financial Services Inc.

Kyara Smith (CRD# 6314016) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Charlotte, NC Mar 2014 - Current 2
Unemployed Mooresville, NC Sep 2013 - Mar 2014 < 1
Unemployed San Diego, CA Jul 2013 - Sep 2013 < 1
Berkshire Hathaway Homestate Companies San Diego, CA Apr 2013 - Jul 2013 < 1
Unemployed San Diego, CA Mar 2013 - Apr 2013 < 1
Extended Travel Jersey, Sep 2012 - Mar 2013 < 1
Cymer San Diego, CA Jun 2012 - Sep 2012 < 1
Esc Toulouse Toulouse, Aug 2011 - May 2012 < 1
San Diego French-american Chamber Of Commerce San Diego, CA May 2011 - Aug 2011 < 1
San Diego State University San Diego, CA Aug 2007 - May 2011 3
Unemployed San Diego, CA May 2007 - Aug 2007 < 1
Morse High School San Diego, CA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Kyara N. Smith
Phone Number: 201-352-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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