Christopher A Schlack

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

• 07/2015 → Present
  Ubs Financial Services Inc
  Bethlehem, PA

Previous Registrations

• 2011-09-13 → 2014-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1. CNCS Properties LLC, PA United States-18014, Company, Real Estate, An LLC will be created, CNCS Properties LLC, to own our prior home, which is becoming a rental property, to avoid personal liability of that rental property. My wife and I will be the two owners of the LLC, Proprietor / owner, My wife and I will both be owners of an LLC to own our prior home, which is becoming a rental. We are creating an LLC to avoid personal liability, start date-4/17/2025, Investment related-Yes.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-08

Other Names

• Christopher Schlack
• Christopher Anthony Schlack
• Chris Anthony Schlack