Tracey Dubree

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

• 02/2003 → Present
  Ubs Financial Services Inc.
  Hunt Valley, MD

Other Businesses

The Turntable Fund, Inc,MarylandUnited States,Foundation,Charity,Establishing the foundation and working with the board of directors for fundraising efforts,Member of Board of directorsEstablishing the foundation and working with the board of directors for fundraising effortsStart date- 5/1/2020

Exams

• S66 Uniform Combined State Law Examination
  2003-05-16