Brandon Altman Reynolds

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

• 10/2007 → Present
  Ubs Financial Services Inc
  Atlanta, GA

Previous Registrations

• 2003-02-04 → 2007-11-08
  J.P. Morgan Securities Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) Georgia State Golf Association/ INVESTMENT RELATED?: no/ 2205 Northside Drive Suite 200, Atlanta, GA, 30305 US/ Attend quarterly board meetings, 8 hours / year. Assist with overall strategy and business development for charity./ start date: 7/31/2021 2) TBD - CRUSHR Atlanta/ Category - Company/ Principal Business Activity - Mobile Waste Compaction of commercial, industrial and manufacturing in open-top dumpsters/ Role - Partner/ Duty - Partner, Board Member./ Comp - No 3)Mosoda Partners, LLC/ Category - Company/ Principal Business Activity- Real Estate/ Role - Member of LLC/ Duty - Investment into real estate - non operating - no active role in the investment/ Comp - No

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-28
• S63 Uniform Securities Agent State Law Examination
  2002-02-06