Kelly Noel Burden

Ubs Financial Services Inc.

South Euclid, OH

Pepper Pike, OH

CRD 6066400

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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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-30
OH	RA	APPROVED	2022-05-27

TX RA
APPROVED

Since 2023-01-30
OH RA
APPROVED

Since 2022-05-27

Branch Locations

South Euclid, OH • United States

30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services	Pepper Pike	OH	11/2020	Present
Miami University	Oxford	OH	03/2019	11/2020
Miami University	Oxford	OH	11/2016	03/2019
Macy's	Cincinnati	OH	09/2016	11/2016
Miami University	West Chester	OH	01/2018	11/2020

11/2020 → Present

Ubs Financial Services

Pepper Pike, OH
03/2019 → 11/2020

Miami University

Oxford, OH
11/2016 → 03/2019

Miami University

Oxford, OH
09/2016 → 11/2016

Macy's

Cincinnati, OH
01/2018 → 11/2020

Miami University

West Chester, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-25

S66 Uniform Combined State Law Examination

2022-05-25

Other Names

Kelly Noel Burden
Kelly Noel Wamelink

View on SEC IAPD

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