David Samuel Luvish

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

• 01/2024 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 09/2023 → 12/2023
  Jg Wentworth
  Chesterbrook, PA
• 06/2022 → 06/2023
  Lehigh University
  Bethlehem, PA
• 01/2022 → 03/2022
  Zmotorz Inc.
  Philadelphia, PA
• 08/2021 → 10/2021
  Peruzzi Automotive Group
  Hatfield, PA
• 08/2013 → 07/2021
  Us Intron Co. Inc. Dba Key & V Auto Sales
  Philadelphia, PA
• 05/2020 → 08/2020
  Merrill Lynch
  Wayne, PA
• 08/2017 → 12/2020
  Temple University
  Philadelphia, PA
• 09/2013 → 07/2017
  William Tennent High School
  Warminster, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20

Other Names

• David S Luvish