Lisa Michelle Trivisone

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

• 04/2005 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

1) Name of Business: Second Home/Rental Property./ Address: 1500 Washington Street Unit 1G Hoboken NJ United States 07030./ Investment Related: Yes./ Nature: Rental property./ Role: I own the property./ Start Date: 5/18/2009./ Time Required: N/A.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-25
• S63 Uniform Securities Agent State Law Examination
  2001-05-21

Other Names

• Lisa Michelle Trivisone
• Lisa Trivisone