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David Sacha Squires

UBS ASSET MANAGEMENT (AMERICAS) INC.·NEW YORK, New York
Series 27Clean recordUBS ASSET MANAGEMENT (AMERICAS) INC.
1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019CRD# 5740167Firm CRD# 106838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Sacha Squires · NEW YORK, NY
Registration
CRD #5740167 · UBS ASSET MANAGEMENT (AMERICAS) INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UBS ASSET MANAGEMENT (AMERICAS) LLC
CRD 106838 · SEC 801-34910
AUM
$477.9B
Regulatory assets under management
Employees
823
353,642 client accounts
Services offered by UBS ASSET MANAGEMENT (AMERICAS) LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does David Sacha Squires offer?
David Sacha Squires specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are David Sacha Squires's credentials?
David Sacha Squires is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Sacha Squires located?
David Sacha Squires is based in NEW YORK, New York, working with UBS ASSET MANAGEMENT (AMERICAS) INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Sacha Squires charge for services?
David Sacha Squires's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS ASSET MANAGEMENT (AMERICAS) INC.?
UBS ASSET MANAGEMENT (AMERICAS) INC. has approximately 823 employees and manages $477.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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