Brigid Mcgrath

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 → 12/2016
  Kinnucan's
  Alpharetta, GA
• 02/2017 → 07/2017
  The Goddard School
  Roswell, GA
• 01/2018 → 05/2018
  First Presbyterian Church
  Statesboro, GA
• 06/2018 → 01/2019
  Taqueria Tsunami
  Marietta, GA
• 06/2019 → 01/2020
  Crabapple Tavern
  Alpharetta, GA
• 10/2019 → 03/2020
  Rj Pope
  Statesboro, GA
• 05/2020 → 05/2021
  Ubs Financial Services
  Atlanta, GA
• 01/2017 → 01/2017
  Full-Time Education
  Roswell, GA
• 08/2017 → 12/2017
  Full-Time Education
  Statesboro, GA
• 02/2019 → 05/2019
  Full-Time Education
  Statesboro, GA
• 04/2020 → 05/2020
  Full-Time Education
  Statesboro, GA
• 06/2021 → Present
  Ubs Financial Services Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-06