Sonia Maria Attkiss

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

• 11/2015 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2003-01-17 → 2015-12-17
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
• 1997-12-12 → 2003-01-17
  Pershing Llc
  New York, NY

Other Businesses

NEW RIVER MANAGEMENT V, LP THE GOVERNOR TYLER 1881 GROVE AVENUE RADFORD VA 24141 USA PARTNERSHIP/NON-SECURITIES-RELATED;LP;;NON WORKING HOURS; The Aldrich Contemporary Art Museum / 258 Main Street Ridgefield, CT 06877 / United States / Ridgefield / 06877/ No Other / Art Museum / Start Date 7/23/2019 / aldrichart.org / No /

Exams

• S66 Uniform Combined State Law Examination
  2021-12-02

Other Names

• Sonia Tron