Stefani B Masry

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

• 07/1997 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2011 → 01/2024
  Bank Of America, N.A.
  New York, NY
• 01/2024 → Present
  Ubs Financial Services
  New York, NY

Previous Registrations

• 2001-12-04 → 2024-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

I*7193 For profit or not for profit: Name of outside business organization: Boiceville House Investment related: Address of business: Boiceville, New York 12412 Nature of business: , Position, title, association: , Start date of relationship: 10/23/2018 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*127092 For profit or not for profit: Non-Profit Organization Name of outside business organization: Public School 3 Investment related: N Address of business: New York, New York 10014 Nature of business: Other, School Position, title, association: Committee Member, Start date of relationship: 9/2/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: work on the fundraising committee. Sits on committee to organize and create ideas to raise money for the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-27
• S63 Uniform Securities Agent State Law Examination
  1998-04-04

Other Names

• Stefani B Bollag
• Stefani Britt Bollag