Andrew M Strong

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Ubs Financial Services Inc.
  Plymouth, MI

Previous Registrations

• 2010-09-27 → 2012-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

CHARIT.TST.FUND / MILLER CANFIELD: INDIVIDUAL TRUST TROY,MI 48098 / TRUST/ PHILATHOPY TO DESIGNATED BENEFICIARIES / TRUSTEE / ENSURING PERPETUAL DISTRIBUTIONS TO BENEFICIARIES VIA OVERSIGHT OF THE FUND ASSETS / START DATE 01/03/1994. AndrewMStrong2 LLC / 16103 Oakwood Ct Northville,MI 48168 / Other/ Other LLC / asset holding entity / Other / member and manager / I direct investment for my own LLC / Start Date 04/12/2017 / Andrewmstrong LLC / 16103 Oakwood Ct Northville,MI 48168 / Other/ Other LLC / Asset Holding Entity / Other / Member / None- Holding entity / Start Date 03/22/2017/LLC / TrakTech LLC, NorthvilleMI United States-48168, LLCasset holding entity, Member and Manager, direct investments within LLC, start date-1/26/2015, Investment related-Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1989-04-27

Other Names

• Andrew Mcglasson Strong