Justine Samantha Greenwald

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

• 09/2001 → 02/2017
  Bd Holdings, Inc.
  Cleveland, OH
• 01/2014 → 03/2017
  Jg Investment Advisors, Llc
  Cleveland Heights, OH
• 03/2017 → 04/2020
  Lpl Financial Llc
  Beachwood, OH
• 02/2017 → 04/2020
  Stratos Wealth Partners, Ltd
  Beachwood, OH
• 04/2020 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
• 03/1998 → 02/2017
  Northcoast Securities
  Beachwood, OH
• 04/2017 → 10/2017
  Cleveland Indians
  Cleveland, OH
• 06/2020 → 08/2023
  Bank Of America, N.A.
  Cleveland, OH
• 08/2023 → Present
  Ubs Financial Services Inc.
  Pepper Pike, OH

Previous Registrations

• 2020-04-27 → 2023-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  New York, NY
  Pepper Pike, OH
• 2017-03-20 → 2020-04-17
  Stratos Wealth Partners, Ltd
  Beachwood, OH
• 2016-09-30 → 2017-03-14
  Northstar Fiduciary Partners, Llc
  East Brunswick, NJ

Other Businesses

I*130937 For profit or not for profit: For-Profit Organization Name of outside business organization: The Talent Group Investment related: N Address of business: Cleveland, Ohio 44114 Nature of business: Other,companies and productions vary Position, title, association: Other, acting Start date of relationship: 3/6/2001 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: acting and commercial work for television, video, radio, theatre

Exams

• S66 Uniform Combined State Law Examination
  2009-12-15

Other Names

• Justine Samantha Marquit
• Justine Samantha Marquit