Craig Christopher Dunton

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

• 01/1990 → Present
  River Edge Soccer Assn.
  River Edge, NJ
• 11/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

1) NYU. NEW YORK, N.Y. NOT INVESTMENT RELATED./ TITLE - INSTRUCTOR. BUSINESS - INSTRUCTOR FOR NYU, SCPS COURSES. FUNDAMENTALS OF FINANCIAL PLANNING INVESTMENT PLANNING./ START DATE - 10/02/2004. 15 HRS/MONTH./ DUTIES - INSTRUCTOR. 2) Daniel J Kilmurray 2012 Trust FBO Erin Kilmurray dtd 12/20/2012/ 74 Cedar Cliff Road, Riverside, CT 06878/ USA/ Hold capital for the benefit of Erin Kilmurray, Daniel Kilmurray's daughter/ Oversee the capital in trust for the beneficiary/ start date: 12/20/2012 3) Daniel J Kilmurray 2012 Trust FBO Erin Kilmurray dtd 12/20/2012/ 74 Cedar Cliff Road, Riverside, CT 06878/ USA/ Hold capital for the benefit of Sean Kilmurray, Daniel Kilmurray's son/ Oversee the capital in trust for the beneficiary/Hold capital for the benefit of Lindsey Kilmurray, Daniel Kilmurray's daughter/ start date: 12/20/2012 4) The Daniel J Kilmurray Irrevocable Non-Grantor Trust F/B/O Ava Kilmurray DTD 12/14/2021/ investment related?: yes/ Norwalk,ct,06854/I am trustee for Dan's daughter Ava and have responsibility to hold and distribute assets in trust for his benefit./ start date12/14/2021 5) The Daniel J Kilmurray Irrevocable Non-Grantor Trust F/B/O Matthew Kilmurray DTD 12/14/2021/ Investment related?:yes /Norwalk, CT, 06854/ I am trustee for Dan's son Matthew and have responsibility to hold and distribute assets in trust for his benefit./ start date: 12/14/2021 6)NAME OF OTHER BUSINESS: City Harvest / INVESTMENT RELATED?: N / ADDRESS: 150 52nd Street, Brooklyn, New York/ NATURE OF THE BUSINESS: Food Rescue and Distribution / POSITION: Member of Board of directors/ DUTIES: Use my background and skills to further expand the efficiency and reach of City Harvest's impact for the New Yorkers facing food insecurity that it serves. / START DATE: 02/22/2023 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2001-07-27

Designations

• Certified Financial Planner