Mary T Stiles

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

• 04/2016 → Present
  Ubs Financial Services Inc.
  Bethesda, MD

Previous Registrations

• 2009-06-01 → 2016-04-21
  Morgan Stanley
  Bethesda, MD
• 2008-11-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD

Other Businesses

1) Vacation home/rental property / United States / Stowe, VT 05672 / Vacation home / rental property / Real Estate / My husband and I purchased a vacation home in Stowe, VT. Currently, we rent out the basement to a caretaker who lives on-site. / As the co-owner (w/ my spouse) of this house, I will maintain it the best of my ability. / Receive Compensation?: YES / Investment in Company?: YES; 100% / Start Date 9/18/2019 /// 2) St. Johns in the Mountains; Stowe, Vermont; Religious; Religious / Place of worship; This is an Episcopal Church. They hold worship services and do volunteer work in the community.; Finance Committee volunteer; Work with other volunteers to review financial needs of the church. This means that I would review statements and meet with the Treasurer for updates on the financial well being of the church. I would coordinate with those in charge of the fundraising to identify funding gaps and set fundraising targets. No investment decision made by the Finance Committee. Church funds are part of the Vermont Community Foundation and are professionally managed by them, so no decisions are made at the church level.; Start date: 4/1/2024

Exams

• S66 Uniform Combined State Law Examination
  2008-11-12
• S63 Uniform Securities Agent State Law Examination
  2007-10-23

Other Names

• Mary Taliaferro Stiles
• Mary Taliaferro Stiles-Hendler
• Mary Taliaferro Stiles
• Mary Taliaferro Stiles-Hendler
• Mary T Stiles
• Mary T Stiles-Hendler