Garrit V Wamelink

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

• 08/1989 → Present
  Paine Webber Inc
  Beachwood, OH
• 08/1989 → Present
  Ubs Financial Services Inc.
  Beachwood, OH

Other Businesses

1) BEAVERKETTLE FARMS LTD., LIVERPOOL, OH 43920, YES, INVESTMENT RELATED. BUSINESS - PRIVATE LAND HOLDING COMPANY. POSITION - MANAGER. START DATE - 04/12/2004. 5 HOURS/MONTH. DUTIES - REVIEW & VOTE ON A VARIETY OF MATTERS PERTAINING TO THE RUNNING OF A PRIVATE LAND HOLDING COMPANY. /// 2) WAMELINK LIMITED PARTNERSHIP / 7200 MAYFIELD ROAD GATES MILLS,OHIO 44040 / PARTNERSHIP/ OTHER PRIVATE FAMILY HOLDING COMPANY / MANAGE FAMILY ASSETS SUCH AS COLLECTABLES AND REAL ESTATE / GENERAL PARTNER / WRITE CHECKS TO COVER EXPENSES RELATED TO INVESTMENTS / START DATE 3/12/2007. /// 3) OWL HOUSE LLC / P.O. BOX 60 EAST LIVERPOOL,OHIO 43920 / COMPANY/ REAL ESTATE / LAND HOLDING COMPANY / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS / / LLC CO MANAGER / START DATE 9/07/2013 /// 4) VOD FAM B LLC / 1447 SO. VIRGINIA DARE TRAIL NAGS HEAD,NC 27959 / COMPANY/ REAL ESTATE / LONGTIME FAMILY VACATION PROPERTY HOLDING LLC / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS / / GENERAL VOTING TO APPROVE FAMILY DECISIONS / START DATE 3/12/2007 /// 5) VOD FAM C LLC / 4118 SO. VIRGINIA DARE TRAIL NAGS HEAD,NC 27959 / COMPANY/ REAL ESTATE / LONGTIME FAMILY VACATION PROPERTY HELD IN AN LLC / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS / / VOTE ON CONCERNS OF RUNNING THE VACATION PROPERTY / START DATE 03/12/2007 6) BKFB LLC/ Category - Company/ Principal Business Activity - Real Estate holding company / Event center/ Role - Member of Board of directors/ Duty - Meetings with other members and employees/ Compensation- Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-31
• S63 Uniform Securities Agent State Law Examination
  1989-11-08

Other Names

• Garrit V Wamelink
• Garrit Vodrey Wamelink