Edward Morgan Mclanahan

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

• 06/2021 → 08/2021
  Manual Sports Physical Therapy
  Southampton, NY
• 07/2020 → 08/2020
  Ubs
  New York City, NY
• 07/2019 → 08/2019
  Global Emerging Markets
  New York City, NY
• 05/2019 → 06/2019
  Byrnam Wood
  New York City, NY
• 06/2018 → 08/2018
  Millbrook School
  Millbrook, NY
• 06/2017 → 08/2017
  Millbrook School
  Millbrook, NY
• 09/2018 → 05/2022
  Trinity College
  Hartford, CT
• 09/2015 → 06/2018
  Millbrook School
  Millbrook, NY
• 09/2004 → 06/2022
  Greenvale School
  Glen Head, NY
• 06/2022 → Present
  Ubs Financial Services.iNc
  Weekhawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-06-04

Other Names

• Teddy Morgan Mclanahan