Best Investors Account Sign in

Megan Strnadel

Ubs Financial Services Inc.

Plano, TX

Dallas, TX

CRD 6673021

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-19
  • TX RA
    APPROVED
    Since 2021-01-19

Branch Locations

7250 Dallas Parkway Suite120, Plano, TX 75024 • United States

Dallas, TX • 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
OrganizationCityStateFromTo
Fidelity Investments Houston TX 06/2016 09/2017
Wells Fargo Clearing Services Llc Dallas TX 09/2017 09/2020
Unemployed Dallas TX 10/2020 12/2020
Ubs Financial Services Inc Plano TX 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-13
S63 Uniform Securities Agent State Law Examination 2016-09-02
  • S66 Uniform Combined State Law Examination
    2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    2016-09-02
Designations
  • Certified Financial Planner
Other Names
  • Megan Strnadel
  • Megan Elizabeth Strnadel

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC

Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor