Brandon Owen

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

• 03/2019 → 03/2020
  The Middlefield Banking Company
  Middlefield, OH
• 03/2020 → 03/2020
  Lpl Financial Llc
  Middlefield, OH
• 03/2016 → 03/2019
  Citizens Bank
  Cleveland, OH
• 03/2020 → Present
  Ubs Financial Services Inc.
  Pepper Pike, OH

Previous Registrations

• 2013-01-29 → 2015-01-15
  Pnc Wealth Management Llc
  Mayfield Heights, OH
  Mentor, OH
  Cleveland, OH
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-03-04
• S63 Uniform Securities Agent State Law Examination
  2011-10-01

Other Names

• Brandon K Owen
• Brandon Owen
• Brandon K Owen
• Brandon Keith Owen