Eugene O'NEill

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Buffalo, NY

Previous Registrations

• 2007-05-24 → 2008-12-01
  Morgan Stanley & Co. Llc
  Williamsville, NY

Other Businesses

1. BYC Foundation, The activities of the Board or Committee members of the BYC Foundation is to provide funding for Buffalo Yacht Club Education Committee. The Education Committee is tasked with running the Junior Sailing program and the new Buffalo-based high school, collegiate, women, and adult sailing programs, New YorkUnited States-14201, Working with the 9 Trustees and Board members to fulfill the objectives of the Foundation, start date-1/18/2024.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-30
• S63 Uniform Securities Agent State Law Examination
  2000-04-20

Other Names

• Eugene Denis Oneill
• Eugene Denis Oneill
• Eugene Denis O'NEill