Hunter Rowland

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

• 07/2011 → Present
  Merrill Lynch
  Greenwood Village, CO
• 09/2011 → 06/2022
  Bank Of America, N.A.
  Greenwood Village, CO
• 06/2022 → Present
  Ubs Financial Services.iNc
  Denver, CO

Previous Registrations

• 2011-11-21 → 2022-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO

Other Businesses

Razzle Retreats, LLC, DenverCOUnited States-80210, Partnership, Real Estate, This is an LLC that was created to hold real estate in. We're in the process of closing on a second home in Keystone, CO, Partner, My duties are limited to the occasional rental of this property, though we will likely use a professional 3rd party manager to assist in the finding of tenants, start date-2/14/2025.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-18

Other Names

• Hunter Bentley Rowland