Kyle Baldasso

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

• 05/2014 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2022 → Present
  Ubs Financial Services Inc.
  Jacksonville, FL

Previous Registrations

• 2016-11-22 → 2022-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1. Kyle Baldasso / NAJacksonville / I make/sell wooden art projects (signs, boards, trinkets) , refurbish furniture, buy and sell thrift items on a once and a while basis(Facebook market place). Nothing that would take up time during my work hours. Possibly will participate in art booth in the future but not currently. I operate as an individual./ Retailers (Apparel, Food, General) / This is not an entity. Its myself out of my garage doing wood working. / I make wood art and thrift items from Goodwill/market place. / I make wood art and thrift items from Goodwill/market place. / Start Date: 1/1/2022

Exams

• S66 Uniform Combined State Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2014-06-29

Other Names

• Kyle Richard Baldasso