Andrea Jayne Cruz

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

• 05/2013 → Present
  Ubs Financial Services Inc.
  Syracuse, NY

Other Businesses

BOLIVAR ROAD PTA / 6983 BOLIVARD ROAD CHITTENANGO,NY 13037 / TREASURER /START DATE 9/1/2015 / MINIMAL VOLUNTEER HOURS ANNUALLY 2) Name of Business: Friends of the Central Library./ Address: 447 S Salina Street, 2nd Floor Syracuse NY United States 13202./ Investment related: No./ Nature: Raising money to support the county library and educational initiatives by hosting fundraising events and a guest lecture series./ Role: Member of Board of directors./ Duty: Monthly meetings; committee membership./ Start Date: 7/12/2023./ Time Require: Yes. 3) Faith Heritage School, NY United States-13205, Educational Establishment, Private K-12 Christian school, Member of Board of directors, Providing personnel, financial and spiritual oversight for the leadership of the school. Assuming role of Treasurer including authorization on outside investment accounts and chairing the finance committee, start date-6/1/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-09
• S63 Uniform Securities Agent State Law Examination
  2000-04-26

Other Names

• Andrea Jayne Taylor
• Andrea J Kimball
• Andrea Jayne J Cruz