Ryan Leib

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

• 09/2013 → Present
  Ubs Financial Services Inc.
  Conshohocken, PA

Previous Registrations

• 2010-07-21 → 2013-09-18
  Commonwealth Financial Network
  Conshohocken, PA
  Phiadelphia, PA

Other Businesses

DELAWARE COUNTY COMMUNITY COLLEGE; COURSE INSTRUCTOR; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH Project Twenty1, film festival, Officer, President, start date-10/1/2017, PhiladelphiaPA United States-19106 RLJL Properties 1 LLC, purchase / manage rental real estate property, Partner, approve purchase, start date-12/23/2022, Bala CynwydPA United States-19004 Bala Golf Club,PAUnited States,Private Golf ClubSport & Leisure Facilities,Golf, Dining,Advisor or advisory group member if advice given may influence an officer/board,not exactly sure at this time. first meeting is in 2 weeks. The treasurer reports to the board and updates the finance committee. I will be on the finance committeeStart date -1/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2002-03-28

Designations

• Certified Financial Planner