Henry Podlaszewski Jr.

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

• 06/2009 → 06/2021
  Rbc Capital Markets
  Philadelphia, PA
• 06/2021 → 10/2023
  Morgan Stanley
  Hunt Valley, MD
• 10/2023 → Present
  Ubs Financial Services, Inc.
  Shrewsbury, PA

Previous Registrations

• 2021-06-16 → 2023-10-17
  Morgan Stanley
  Hunt Valley, MD
• 2009-06-29 → 2021-06-17
  Rbc Capital Markets, Llc
  Philadelphia, PA
  Minneapolis, MN
• 2008-02-28 → 2009-06-30
  Pnc Wealth Management Llc
  Hilton Head Island, SC
• 2004-09-03 → 2005-02-23
  Ameriprise Financial Services, Llc
  W. Conshohocken, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-12

Other Names

• Henry Joseph Podlaszewski
• Henry J Podlaszewski
• Henry Podlaszewski
• Henry J Podlaszewski
• Henry Jr.,Henry Podlaszewski Jr.