Christopher Paul Casey

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

• 06/2016 → 04/2017
  Raymond James Financial Services, Inc.
  Vienna, VA
• 05/2017 → 12/2017
  United Brokerage Services
  Manassas, VA
• 01/2018 → Present
  Ubs Financial Services Inc.
  Washington, DC
• 12/2017 → 01/2018
  Unemployed
  Arlington, VA

Previous Registrations

• 2017-09-27 → 2017-12-14
  United Brokerage Services, Inc
  Manassas, VA

Other Businesses

Name of Business - Win Within Baseball Program It is NOT investment related Address - 3675 Ely Pl SE, Washington DC 20019 Nature - 10u - 14u Baseball Program Position - 12u Head Coach Start Date - 09/2016 Hours ~ 20 hours per month Hours during securities activity - 0 hours per month Win Within Baseball, LLC / 5521 Greystone Street Chevy Chase,Maryland 20815 / Company/ Other / I am the head coach for the 12u Capital Hill baseball team. / Other / Head Coach for 12u Capital Hill team. / Coaching / Start Date 8/31/2016

Exams

• S66 Uniform Combined State Law Examination
  2017-09-25

Designations

• Certified Financial Planner

Other Names

• Chris Casey