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Kiley Rose Migliorini

Ubs Financial Services Inc.

Pasadena, CA

Burbank, CA

CRD 7293810

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-20
  • CA RA
    APPROVED
    Since 2023-11-20

Branch Locations

251 South Lake Avenue 10Th Floor, Pasadena, CA 91101 • United States

4421 W Riverside Drive Suite 206, Burbank, CA 91505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon.cOm, Inc. Glendale CA 07/2022 12/2022
Ubs Financial Services, Inc. Pasadena CA 09/2020 06/2021
University Of Southern California Los Angeles CA 08/2021 02/2022
University Of Southern California Los Angeles CA 01/2021 05/2021
Self-Employed / N/A Toluca Lake CA 05/2019 08/2019
University Of Southern California Los Angeles CA 08/2017 05/2021
Notre Dame High School Sherman Oaks CA 08/2013 05/2017
Ubs Financial Services, Inc. Pasadena CA 12/2022 Present
Self-Employed / N/A Malibu CA 02/2022 07/2022
  • 07/2022 → 12/2022
    Amazon.cOm, Inc.
    Glendale, CA
  • 09/2020 → 06/2021
    Pasadena, CA
  • 08/2021 → 02/2022
    University Of Southern California
    Los Angeles, CA
  • 01/2021 → 05/2021
    University Of Southern California
    Los Angeles, CA
  • 05/2019 → 08/2019
    Self-Employed / N/A
    Toluca Lake, CA
  • 08/2017 → 05/2021
    University Of Southern California
    Los Angeles, CA
  • 08/2013 → 05/2017
    Notre Dame High School
    Sherman Oaks, CA
  • 12/2022 → Present
    Pasadena, CA
  • 02/2022 → 07/2022
    Self-Employed / N/A
    Malibu, CA
Other Businesses

1) Name and addres: 831 N Valley Street, Burbank, CA 91505./ Investment Related: No./ Nature: The property is an RD2 zoned duplex (so it is legally a duplex) and the properties are permitted with separate addresses. My fiancé and I will be living in the back unit, 833 N Valley Street, Burbank, CA 91505, and the existing tenants are hoping to stay in the front unit, 831 N Valley Street, Burbank, CA 91505./ Role: Proprietor / owner./ Duty: N/A./ Start Date: 4/26/2023./ Time Required: No.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2023-11-20
Other Names
  • Kiley Rose Tidik
  • Kiley Rose Rose Rose Migliorini
  • Kiley Rose Rose Migliorini

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