Marc David Hurwitz

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

• 02/2012 → Present
  Ubs Financial Services
  New York, NY

Previous Registrations

• 2005-03-11 → 2005-03-30
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Other Businesses

1)BRIAN J. BENNETT 2014 INSURANCE TRUST / 203 STRATTON RD NEW ROCHELLE,NEW YORK 10804 / TRUST/ OTHER INSURANCE TRUST / PURCHASE AND OWN LIFE INSURANCE / TRUSTEE / / ISSUE CHECKS TO PAY INSURANCE PREMIUMS. DISTRIBUTE INSURANCE PROCEES IF INSURANCE EVER PAYS OUT / START DATE 4/11/2014 / MUST SIGN LOA TO ISSUE CHECKS 2)Kathleen Hurwitz Revocable TrustEstate Planning50 East Hartsdale Ave Unit 3 NHartsdaleNYUnited States10583investment adviseStart date-7/17/2025 3)299 West 12 Property LLC,new yorkUnited States,Partnership ,Real Estate, Own an apartment for investment purposes located at 299 west 12th st # 11E in NYC which is an apartment and I own jointly with my Partner and was approved under PFI-AO. We are now moving our joint interest into an llc where we will initially each have a 50/50 interest. ,Start date -7/15/2019, Investment Yes

Exams

• S66 Uniform Combined State Law Examination
  2001-08-22