Gregory F Gatesman

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

• 02/2013 → 04/2017
  Julius Baer Group
  Zurich
• 04/2017 → 10/2023
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 10/2023 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Previous Registrations

• 2021-03-29 → 2023-10-17
  Morgan Stanley
  Purchase, NY

Other Businesses

1. *484837 - Ocean front Development, LLC; Investment related - Yes; Medford, New Jersey; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 5 2. *538846 - Cap Gemini Research Institute; Investment related No; Paris, France; Consulting; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 1; After business hours: 0; Advisor to the publication of the CapGemini world wealth report

Exams

• S66 Uniform Combined State Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  1997-09-29

Other Names

• Greg Gatesman
• Gregory Frederick Gatesman