Patricia Supan Bacho

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

• 05/2016 → 04/2024
  Ubs Financial Services Inc.
  Irvine, CA
• 04/2024 → 10/2024
  Fidelity Investments
  Irvine, CA
• 12/2025 → Present
  Ubs Financial Services Inc.
  Irvine, CA
• 10/2024 → Present
  Supan Detailing Services, Inc
  Brea, CA

Previous Registrations

• 2024-05-29 → 2024-10-25
  Fidelity Personal And Workplace Advisors
  Irvine, CA
• 2019-02-09 → 2024-05-06
  Ubs Financial Services Inc.
  Irvine, CA

Other Businesses

OBA-109115|OrgNmn:Supan Detailing Services Inc|Org Addr:Brea,California,US|OBA Nature:Structural Detailer (Engineeri|Invst Rel:N|Title:Employee|Duties:Administrative items such as payroll, timesheets and filing.|StrtDt:06-01-21|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-02-09
• S63 Uniform Securities Agent State Law Examination
  2017-12-15

Other Names

• Patricia M Supan
• Patricia M Bacho
• Patricia S. Bacho