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Alexia Boyd

Investment Adviser Representative at UBS Financial Services Inc.

Naples, FLCRD #7790951Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexia Boyd is an investment adviser representative with UBS Financial Services Inc. in Naples, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Goldman Sachs & Co. LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

801 Laurel Oak Drive, Suite 500, Suntrust Building
Naples, FL 34108

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/1/2023
Series 7
General Securities Representative Examination
Passed 8/14/2023
SIE
Securities Industry Essentials Examination
Passed 6/9/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

UBS Financial Services Inc.Current
11/24/2025 – Naples, FL
Goldman Sachs & Co. LLC
8/14/2023 – 9/24/2025Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed: Saint Brendan High School
    Aug 2015 – Aug 2017Miami, FL
  2. Mathnasium, Inc.
    Oct 2018 – Dec 2018Miami, FL
  3. Miami Dade County Youth Fair and Expositions, Inc.
    Mar 2019 – Apr 2019Miami, FL
  4. Harrison Street
    Jun 2021 – Aug 2021Chicago, IL
  5. University Athletic Association, Inc.
    Aug 2021 – Sep 2021Gainesville, FL
  6. Goldman Sachs
    Jun 2022 – Aug 2022Miami, FL
  7. Unemployed: School for Advanced Studies
    Aug 2017 – Oct 2018Miami, FL
  8. Unemployed: School for Advanced Studies
    Dec 2018 – Mar 2019Miami, FL
  9. Unemployed: School for Advanced Studies
    Apr 2019 – Aug 2019Miami, FL
  10. Unemployed: University of Florida
    Aug 2019 – Jun 2021Gainesville, FL
  11. Unemployed: University of Florida
    Sep 2021 – Jun 2022Gainesville, FL
  12. Unemployed: University of Florida
    Aug 2022 – Jun 2023Gainesville, FL
  13. Goldman Sachs
    Jul 2023 – Aug 2025Miami, FL
  14. UBS Financial Services, Inc
    Oct 2025 – no end date reportedNaples, FL

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About UBS Financial Services Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersSecurity Ratings and PricingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9,380
Offices listed on AdvisorFinder:
26
Main office:
Weehawken, NJ
SEC file number:
801-7163

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

Other advisors at UBS Financial Services Inc.

Showing 12 of 9,380 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexia Boyd has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Alexia Boyd (UBS Financial Services) - Fees & Credentials