Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
20yrs
Allison Cloud
Financial advisor at UBS Financial Services
Allison Cloud is a fiduciary financial advisor in Houston, Texas, with 20 years in the industry. Allison joined UBS Financial Services in 2018, after two years at Encompass Advisory Services and two years at Nationwide Securities. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Texas
Office750 Town And Country Blvd Suite 400, Houston, TX 77024
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowUBS Financial Services Inc.Current firm
- 2016 – 2018Encompass Advisory Services, LLCPreviously
- Jul 2014 – Jun 2016UBS Financial Services Inc.Previously
- Jul 2012 – Jul 2014Nationwide Securities, LLCPreviously
- 2006 – 2012UBS Financial Services Inc.Previously
Contact Allison
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Allison. 750 Town And Country Blvd Suite 400Houston, TX 77024Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Allison
Tailored to Allison’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Allison
How do I contact Allison?
Call UBS Financial Services at (201) 352-3000 and ask for Allison Cloud. Allison works from the Houston, TX office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Texas.
What licenses does Allison hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Allison for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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