Zach Goldberg

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

• 12/2006 → Present
  Ubs Financial Services Inc.
  Bellevue, WA

Other Businesses

1) THE NAME OF THE OTHER BUSINESS: FROZENFOTO; WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO / THE ADDRESS OF THE OTHER BUSINESS: HOME BASED BUSINESS / THE NATURE OF THE OTHER BUSINESS: PORTRAIT AND WEDDING PHOTOGRAPHY / YOUR POSITION: PHOTOGRAPHER / THE START DATE OF YOUR RELATIONSHIP: 2-2007 / THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:15 / THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 / BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: I AM A PHOTOGRAPHER A FEW WEEKENDS A MONTH /// 3) Unexpected Productions / 1428 Post Alley Seattle, WA 98101 / United States / Other / Other Theater / Board Member at Large. Various volunteer projects promoting Improv in Seattle area. / Member of Board of directors / 4 meetings per year. Annual Gala. Various event support and promotion during the year. / Non profit Theater Company / Start Date 11/4/2019 4)10572 Mahoney Dr ,United States , Rental Property , Rental Home ,r Owner Own Rental Home, Start date 1/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09

Other Names

• Zach L Goldberg