Connor Ogden Sheryak

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

• 06/2018 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 01/2018 → 05/2018
  University Of Notre Dame
  Notre Dame, IN
• 06/2017 → 05/2018
  University Of Notre Dame
  Notre Dame, IN
• 09/2013 → 05/2017
  Georgetown University
  Washington, DC

Other Businesses

Sheryak Properties, LLC, Kentucky United States, LLC which owns 1 residential rental unit Real Estate ,own and manage rental property , Proprietor / owner , I will manage day to day rental activities and relationship with HOA Start date 5/4/2026

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16