Steven Kuzmanoski

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

• 08/2014 → 02/2017
  Hightower Advisors, Llc
  Woodbridge, NJ
• 08/2014 → 02/2017
  Hightower Securities, Llc
  Woodbridge, NJ
• 03/2017 → Present
  Ubs Financial Services
  Weehawken, NJ

Previous Registrations

• 2014-09-02 → 2017-04-18
  Hightower Advisors, Llc
  Woodbridge, NJ
• 2012-01-03 → 2014-09-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ

Other Businesses

1) Kuzy Logistics LLC / 39 Kipp Ave, Lodi, New Jersey 07644 / United States / Company / Transportation and Trucking /I will be a silent owner of this company. My involvement will be only to provide capital (which is very little) and making key decisions if necessary. I have appointed a full-time person to manage the day to day of the business. I really will not have any involvement with this business unless required. / Ownership stake in business?: Yes / Investment in company?: Yes, 100% / Authority to make investment decisions?: Yes / Start Date 6/15/2020

Exams

• S66 Uniform Combined State Law Examination
  2011-12-23