Michael Scott Oravetz

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

• 10/2012 → Present
  Ubs Financial Services Inc.
  Rocky River, OH

Previous Registrations

• 2009-06-01 → 2012-10-24
  Morgan Stanley
  Westlake, OH
  Westlake, OH
• 2004-08-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Westlake, OH
  Westlake, OH

Other Businesses

1. Blessing HouseUnited States, Elyria OhioUnited States-44035, Charity, Blessing House is a children's crisis care center that provides residential care for children birth through 12 whose parents or caregivers are facing a crisis or emergency or are experiencing a high level of stress that might put their children at risk of abuse or neglect, Advisory CommitteeMonitor compliance with Investment Policy and assist the Board of Directors in selecting and retaining investment managers, start date-6/14/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-29
• S63 Uniform Securities Agent State Law Examination
  1996-08-02