Sally Ahmad Burgess

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

• 01/2017 → Present
  Ubs Financial Services
  Miamisburg, OH
• 01/2016 → 01/2017
  Unemployed
  Dayton, OH

Previous Registrations

• 2015-11-05 → 2016-01-22
  Msh Capital Advisors Llc
  Scottsdale, AZ
• 2013-07-25 → 2014-09-19
  Strategic Advisers Llc
  Scottsdale, AZ
• 2011-08-08 → 2013-03-28
  Strategic Advisers Llc
  Scottsdale, AZ
  Glendale, AZ
  Beavercreek, OH

Other Businesses

I am the owner of a rental property in Phoenix, AZ. The address is 4232 E. Marino Drive, Phoenix, AZ 85032. Start date is 05/2016. It is investment related as it is real estate. I devote 2 hours/month to this business. I devote no hours to this business during securities trading hours. My duties are to collect rent from the renters electronically and forward any issues they are having to the home warranty company to address and or fix.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-29
• S63 Uniform Securities Agent State Law Examination
  2008-06-06

Other Names

• Sally Khalil
• Sally Burgess