Edward Peterson Hostetler

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

• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2017 → Present
  Ubs Financial Services Inc
  Weehawken, NJ

Previous Registrations

• 2011-11-22 → 2017-09-25
  Morgan Stanley
  Chattanooga, TN

Other Businesses

The McCallie School; Investment related No; Coaching; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 1; After business hours: 1; Coaching the Crew Team. Boys and Girls Club of Chattanooga / 610 Lindsay Street Chattanooga,TN 37403 / Charity/ Charity / The Mission of The Boys & Girls Clubs of Chattanooga is "To enable all young people, especially those who need us most, to realize their full potential as productive, responsible, and caring citizens". / Member of Board of directors / / Attend Meetings and Provide oversight of Paid staff and Programs / Start Date 10/9/2014 / TN Floating Dock Systems / 6217 Clark Road Harrison,Tennessee 37341 / Partnership/ Distributors / Distributing floating Docks and Jet Ski lifts / Proprietor / owner / / Owner / Start Date 10/2/2013 / Chattanooga Chamber of Commerce / 811 Broad St #100 Chattanooga,TN United States / Charity/ Charity / Support the Business Community of Chattanooga / Member of Board of directors / / Attend quarterly Meetings and provide oversight to operations team / Start Date 7/10/18 /

Exams

• S66 Uniform Combined State Law Examination
  2011-11-21

Other Names

• E. Peterson Hostetler
• Peterson Hostetler