Zachary Gaitz, financial advisor Houston TX

Zachary Gaitz

CRD Number: 6632297
Current Firm: Ubs Financial Services Inc.

Zachary Gaitz (CRD# 6632297) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Houston, TX Jun 2020 - Current < 1
University Of Texas Austin, TX Aug 2018 - May 2020 1
Jones Lang Lasalle Houston, TX Jun 2018 - Aug 2018 < 1
Bessemer Trust Company, Na Houston, TX Aug 2014 - Jun 2018 3
St. John's School Houston, TX Jan 2015 - Apr 2016 1
Wesleyan University Middletown, CT Aug 2013 - May 2014 < 1
Apache Corporation Houston, TX Jun 2013 - Aug 2013 < 1
Wesleyan University Middletown, CT Jan 2013 - May 2013 < 1
Avalon Advisors, LLC Houston, TX Dec 2012 - Jan 2013 < 1
Wesleyan University Middletown, CT Aug 2012 - Dec 2012 < 1
Rusty Hardin & Associates, LLP Houston, TX May 2012 - Aug 2012 < 1
Wesleyan University Middletown, CT Aug 2011 - May 2012 < 1
Rusty Hardin & Associates, LLP Houston, TX Jun 2011 - Aug 2011 < 1
Wesleyan University Middletown, CT Aug 2010 - May 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Zachary H. Gaitz
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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