Anthony James Goldyn

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

• 09/1996 → Present
  Walsh University Workstudy Program
  North Canton, OH
• 05/2000 → Present
  Mcdonald Investments Inc.
  Brooklyn, OH
• 02/2007 → Present
  Ubs Financial Services Inc.
  Rocky River, OH

Previous Registrations

• 2005-10-07 → 2007-02-09
  Keybanc Capital Markets Inc.
  Rocky River, OH
  Rocky River, OH

Other Businesses

NOTARY PUBLIC / NOTARY PUBLIC / 185 COVE AVENUE AVON LAKE, OH 44012 / NOTARY PUBLIC / START DATE 09/24/2012 / 1 HR.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-22