Justin James Martys

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

• 01/2006 → 11/2020
  Fidelity Brokerage Services Llc
  Millburn, NJ
• 07/2018 → 11/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2020 → Present
  Ubs Financial Services Inc.
  Westfield, NJ

Previous Registrations

• 2018-07-13 → 2020-10-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2006-06-26 → 2018-07-13
  Strategic Advisers Llc
  Millburn, NJ
• 2002-10-29 → 2003-06-19
  Citigroup Global Markets Inc.
  Toms River, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-06-23
• S63 Uniform Securities Agent State Law Examination
  2000-08-04