Kaitlin Grace Lebow

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

• 05/2019 → 08/2019
  Bloomberg Lp
  New York, NY
• 11/2019 → 12/2019
  Von Berg Wealth Management Group
  San Diego, CA
• 07/2020 → 08/2020
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2017 → 05/2021
  San Diego State University
  San Diego, CA
• 08/2021 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2011 → 08/2017
  Mcdonogh School
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07