Adviser and broker representative · UBS Financial Services Inc.

Isabel Y. Ho

CRD 6691843 · Pasadena, CA

At a glance

Isabel Y. Ho is an investment adviser representative with UBS Financial Services Inc. in Pasadena, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Isabel’s SEC record dates to 2016, about 9 years ago. Isabel is also registered as a broker representative.

Current advisory firm

UBS Financial Services Inc.Since November 2016Pasadena, CA · $916B in regulatory assets

SEC adviser record

Registered since: 2016 (9 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Isabel’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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