Rylee Marie Desin

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

• 06/2020 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2020 → 06/2020
  Unemployed
  N/A, CA
• 08/2019 → 03/2020
  Kelley School Of Business
  Bloomington, IN
• 05/2019 → 08/2019
  Allegion, Plc
  Carmel, IN
• 01/2019 → 05/2019
  Ies Abroad Milano
  Milan
• 12/2018 → 01/2019
  Unemployed
  N/A, CA
• 09/2018 → 12/2018
  Kelley School Of Business
  Bloomington, IN
• 08/2018 → 09/2018
  Unemployed
  N/A, CA
• 05/2018 → 08/2018
  Cheesecake Factory
  Corte Madera, CA
• 08/2017 → 05/2018
  Indiana University
  Bloomington, IN
• 07/2017 → 08/2017
  Unemployed
  N/A, CA
• 05/2017 → 07/2017
  Ivivva By Lululemon
  Corte Madera, CA
• 08/2016 → 05/2017
  Indiana University
  Bloomington, IN
• 08/2020 → 09/2021
  Bank Of America, N.A.
  San Francisco, CA
• 10/2021 → Present
  Ubs Financial Services Inc.
  San Francisco, CA

Previous Registrations

• 2020-10-05 → 2021-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-10-02

Other Names

• Rylee Desin
• Rylee Marie Desin