Benjamin Pierce Archer

Current Employers

Employment History

• 06/1997 → 07/2021
  Ubs Financial Services Inc.
  Conshohocken, PA
• 07/2021 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2006-04-07 → 2021-07-20
  Ubs Financial Services Inc.
  Conshohocken, PA
  Conshohocken, PA

Other Businesses

Germantown Academy / United States / 340 Morris Road / Fort Washington / Pennsylvania / United States / 19034 / http://www.germantownacademy.net/ / No / Educational Establishment / / Education / / Education / Active / Member of a committee with management / supervisor functions / / Investment committee. Oversee the school's endowment. Make recommendations to the Board. I will have NO direct authority to make decisions or take actions. / 24 / No / No / No / No / 1/29/18 / / Yes / 2-3 hours.....3-4 times per YEAR / No / / No / No No / Fort Washington, PA, U.S.A. / No / / No / / Utilize my investment background for the benefit of the school endowment. I have 3 children that are actively attending the school. / No / Germantown Academy / 340 Morris Road Fort Washington, PA 19034 / United States / http://www.germantownacademy.net/ / Educational Establishment / Education / Member of a committee with management / supervisor functions / 1) Member of the Board of Trustees - oversight, guidance, and enforcement of governance policies. In addition to serving on the board, I will serve on the Investment Committee - oversight of the school's endowment and make recommendations to the Board. I will have NO direct authority to make decisions or take actions. / Start Date 6/6/2019 / 2-3 hours.....3-4 times per YEAR *452142 - Power of Attorney; Investment related - Yes; Lower Gwynedd, Pennsylvania; 07/2020; During business hours: 1; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-29
• S63 Uniform Securities Agent State Law Examination
  1997-08-25

Other Names

• Ben Archer