Scott Bernard Arentsen

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

• 08/2013 → Present
  Ubs Financial Services Inc
  Palm Beach, FL

Previous Registrations

• 2008-01-24 → 2013-08-12
  Raymond James & Associates, Inc.
  Boca Raton, FL
• 2007-04-02 → 2008-01-14
  Morgan Stanley & Co. Llc
  Palm Beach, FL
• 2005-02-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palm Beach, FL
  Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-02-03

Other Names

• Scott Arentsen