Brian Lopipero

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

• 10/2020 → 06/2022
  Jpmorgan Chase Bank, N.A.
  Walnut Creek, CA
• 10/2020 → 06/2022
  J.P. Morgan Securities Llc
  Walnut Creek, CA
• 04/2014 → 09/2020
  Ecolab
  San Ramon, CA
• 06/2022 → Present
  Ubs Financial Services
  Walnut Creek, CA

Other Businesses

NAME OF OTHER BUSINESS: Brian Lopipero / INVESTMENT RELATED?: Yes/ ADDRESS: 2205 Alps Court / NATURE OF THE BUSINESS: Selling baseball cards on ebay / POSITION: Proprietor / owner/ DUTIES: List items and ship them/ START DATE:09/23/2022 / HOURS DEVOTED TO BUSINESS: N/A

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2020-12-16

Other Names

• Brian Lopipero
• Brian Joseph Lopipero