Carey White

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

• 12/2022 → Present
  Ubs Financial Services
  Annapolis, MD
• 07/2014 → 12/2022
  Stay At Home Parent
  Laurel, MD

Previous Registrations

• 2014-01-15 → 2014-08-04
  Ubs Financial Services Inc.
  Washington, DC
• 2009-06-01 → 2014-02-26
  Morgan Stanley
  Annapolis, MD
  Washington, DC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Annapolis, MD
• 2006-02-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Annapolis, MD
• 2002-10-09 → 2005-09-14
  Morgan Stanley Dw Inc.
  Washington, DC

Other Businesses

NAME OF OTHER BUSINESS: Hammond Park Recreation Inc / INVESTMENT RELATED?:N / ADDRESS: 8034 Helmart Dr,Laurel/ NATURE OF THE BUSINESS: Sport & Leisure Facilities, Private neighborhood swimming pool / POSITION: Member of Board of directors / DUTIES: Secretary - website and social media notices to members germane to pool activities or events only/ START DATE: 11/15/19 / HOURS DEVOTED TO BUSINESS: NA C M H B Rev Tr U/A Dtd 2/22/2017,estate plan - personal revocable trust FBO my mother C B (grantor). account held at UBS.,MDUnited States,trustee for revocable trust - my mother's account,Start date-10/10/2025

Exams

• S66 Uniform Combined State Law Examination
  2023-06-14

Other Names

• Carey Catherine Balmer
• Carey Catherine White
• Carey C.B. White
• Carey C B White
• Carey Catherine Balmer White