Theodore T. Webster

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

• 09/2014 → Present
  Ubs Financial Services Inc.
  Boston, MA

Previous Registrations

• 2002-07-03 → 2004-06-14
  Boston Advisors, Inc.
  Boston, MA
• 2000-07-17 → 2002-06-03
  Babson United Investment Advisors Inc
  Watertown, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-10-29

Other Names

• Theodore Townsend Webster
• Theodore T. Webster
• Theodore T. T. Webster