Sydney Eastwood (CRD# 6887757) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Henderson, NV and has over 4 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Henderson, NV | Jan 2022 - Current | 2 |
| Thurlow Wealth Management | Henderson, NV | Sep 2021 - Nov 2021 | < 1 |
| Profunds Distributors Inc. | Bethesda, MD | Aug 2019 - Aug 2021 | 2 |
| Merrill Lynch | Henderson, NV | Oct 2018 - Aug 2019 | < 1 |
| Unemployed- Student | Henderson, NV | Sep 2018 - Oct 2018 | < 1 |
| Jack & Co | Las Vegas, NV | Apr 2018 - Sep 2018 | < 1 |
| Unemployed- Student | Henderson, NV | Dec 2017 - Apr 2018 | < 1 |
| Wts International Inc. | Las Vegas, NV | Aug 2017 - Dec 2017 | < 1 |
| Unemployed- Student | Henderson, NV | Jul 2017 - Aug 2017 | < 1 |
| Legacy Health Centers | Las Vegas, NV | Jun 2016 - Jul 2017 | 1 |
| Unemployed- Student | Henderson, NV | Jan 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- NV
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.