Daniel Brian Lyczak

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

• 10/2009 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westland, MI
• 11/2009 → 10/2025
  Bank Of America, Na
  Westland, MI
• 10/2025 → Present
  Ubs Financial Services Inc.
  Ann Arbor, MI

Previous Registrations

• 2009-10-23 → 2025-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westland, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Farmington Hills, MI
  Monroe, MI
• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Ann Arbor, MI
  Westland, MI
• 2006-11-01 → 2008-10-24
  Lasalle Financial Services, Inc.
  Chicago, IL
  Westland, MI
  Canton, MI
  Chicago, IL
  Plymouth, MI
  Westland, MI
  Westland, MI
  Saline, MI
  Ypsilanti, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Ypsilanti, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Saline, MI
  Canton, MI

Exams

• S66 Uniform Combined State Law Examination
  2006-01-09