Asu Greer

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

• 06/2011 → 07/2025
  Morgan Stanley
  Orlando, FL
• 08/2025 → Present
  Ubs Financial Services Inc.
  Winter Park, FL

Previous Registrations

• 2014-11-14 → 2025-07-14
  Morgan Stanley
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Coral Gables, FL
  Orlando, FL

Other Businesses

ClarityOS Lab,WindermereFLUnited States,Sole proprietorship,Education,Creation and sale of digital and printable planning templates, educational materials, and personal organizational tools, such as senior year calendars, sports activity trackers, and academic progress logs. Products are standardized, non customized designed to assist users with recording deadlines and general planning information. No financial, investment, tax, legal, admissions or advisory services are provided.,Proprietor / ownerCreate and format standardized digital and printable templates and tracking documents. Responsibilities include drafting written content , organizing documents layouts, updating materials, managing online distribution of the products. No advisory, consulting, financial, or investment services are provided., Star date -3/10/2026

Exams

• S66 Uniform Combined State Law Examination
  2014-11-13

Other Names

• Itir Asu Kavvas
• I. Asu Greer
• Itir Asu Greer
• Itir Asu Greer
• Asu Asu Greer