TrueAdvisor
TrueAdvisor
BD
BD

Bryan Davidson

UBS Financial Services INC.
18 Years of Experience
Scottsdale, AZ
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Bryan Davidson is a registered investment advisor at UBS Financial Services INC., based in Scottsdale, AZ, with 18 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.

UBS Financial Services INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
View Full SEC Brochure

Location

14624 N. Scottsdale Rd, Suite 300, Scottsdale, AZ, 85254

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Denied
Customer Dispute
February 2019
Settled
Customer Dispute
January 2019
Settled
Regulatory
July 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bryan operates under the DBA BMO Investment Services for his LPL business since 2021 and acts in a fiduciary capacity for the BDJD Revocable Trust, dedicating minimal time. He also owns rental real estate since February 2024, spending a few hours per week on it.

Employment History
Current Registrations
UBS Financial Services INC.
August 2025 - Present · 1 yr 2 mos
UBS Financial Services INC.Broker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
March 2021 - September 2025 · 4 yrs 6 mos
LPL Financial LLCBroker
March 2021 - September 2025 · 4 yrs 6 mos
BMO Harris Financial Advisors, INC
November 2014 - March 2021 · 6 yrs 4 mos
BMO Harris Financial Advisors, INC.Broker
September 2014 - March 2021 · 6 yrs 6 mos
PNC Investments
July 2013 - September 2014 · 1 yr 2 mos
PNC InvestmentsBroker
March 2011 - September 2014 · 3 yrs 6 mos
PNC Investments
March 2011 - July 2013 · 2 yrs 4 mos
Chase Investment Services CORP.
April 2010 - August 2010 · 4 mos
Chase Investment Services CORP.Broker
April 2010 - August 2010 · 4 mos
Edward Jones
April 2008 - March 2010 · 1 yr 11 mos
Edward JonesBroker
January 2008 - March 2010 · 2 yrs 2 mos
State Registrations37 states
AKALAZCACODEFLGAHIIAIDILINKSLAMDMIMNMONCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Scottsdale, AZ →All financial advisors in Arizona →