Altaf R Merchant

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

• 01/2002 → Present
  Ubs Financial Services Inc.
  St. Louis, MO
• 01/2000 → Present
  Frontenac Raq. Club
  St. Louis, MO

Other Businesses

1)FOUNDATION FOR HEALTH / 2211 MAYFAIR AVENUE OWENSBORO KY 42303 / FOUNDATION / OTHER PROMOTING HEALTH IN CITY / FREE MEDICAL CLINICS , PROMOTING HEALTH / MEMBER OF BOARD OF DIRECTORS / 4 BOARD MEETINGS A YEAR, PLANNING FUNDRAISING EVENTS / START DATE 07/03/2008 - 12/31/2012. 2) Name of Business; altaf merchant./ Address: 2488 hillbrooke parkway owensboroky United States 42303./ Investment Required; no./ Nature: I play pickleball professionally on the senior pickleball tour on the weekends. i have played 14 events this year. i am ranked number 1 in the seniors and have won the us open and the masters./ Role: this is me playing pickleball. i have companies that pay for my entry fee. travel etc. currently i have a paddle sponsor, a clothing sponsor and a sports creme sponsor./ Duty: play on the weekends . around 15-16 weekends per year./ Start Date: 10/3/2023./ Time Required; N/A. competitive social ventures partners llcpickleball facility with food and beverage? "CSV asked me to be a brand ambassador and in return when they launch Series B investment I will have a stake total at the end of year 3. I will not be soliciting and promoting the investment product. I will not advertise the investment or solicit the investment to UBS clients. The role of the brand ambassador means wearing an emblem/logo on the shirt for 15 plays a year, start date-8/17/2023, alpharetta georgia United States-30009. LA mad dropspickleball team that competes in the major league pickleball season, senior advisor to the team. i will use my pickleball experience to help them draft players for the season. help with player chemistry . advise on practice format . i will not attend every event or match. just season ending and mid season tournament, help scout players for the team, start date-3/31/2025? new yorkUnited States-10128.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-23

Other Names

• Altaf Rashid Merchant