Tamara Scheinman Attali

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

• 01/2014 → 01/2020
  Israel Discount Bank Of New York
  New York, NY
• 09/2018 → 01/2020
  Idb Capital Corp.
  New York, NY
• 01/2020 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1. Tamara Scheinman Attali, EnglewoodUnited States-07631, Real Estate, Rental Property, I kept my apartment and have been renting it out since, Owner of apartment under my name, Start date- 8/31/2021. 2. Tracey Terrace Condominium Association Inc., Englewood, United States07631, Board Member, Real Estate, The condo association is responsible for maintaining the common areas and elements of the condo development. This includes managing the association's finances, hiring vendors to clean, repair and maintain the property, Member of Board of directors, I am the treasurer of the board, of a small 10 unit building with 1/2 bedroom apartments. My tasks are to oversee the balance sheets and cash flow reports, be part of major decision makings. The association has hired a property manager, The Alexander Group NJ, LLC who completes all the required day to day activities. Therefore the board of directors roles are very minimal and mainly require to attend annual meetings and help with major decision making that require big expenses. In all I may spend an hour a month in that role which is outside of business hours, start date-9/1/2019

Exams

• S66 Uniform Combined State Law Examination
  2022-04-08
• S63 Uniform Securities Agent State Law Examination
  2019-04-30

Other Names

• Tamara Scheinman
• Tamara Sheinman Attali
• Tamara Scheinman-Attali