Ronald Conor Alcott

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

• 03/2021 → 03/2026
  Morgan Stanley
  Gilbert, AZ
• 06/2016 → 09/2016
  Pure Sushi Colony
  Phoenix, AZ
• 06/2017 → 09/2017
  Hearth 61
  Phoenix, AZ
• 07/2018 → 04/2019
  Law Offices Of Steven L. Walker
  San Jose, CA
• 06/2019 → 08/2019
  Real Capital Analytics
  San Jose, CA
• 01/2020 → 03/2020
  Baco Realty
  San Francisco, CA
• 03/2020 → 03/2021
  Unemployed
  Phoenix, AZ
• 08/2019 → 01/2020
  Unemployed
  Santa Clara, CA
• 09/2017 → 07/2018
  Unemployed
  Santa Clara, CA
• 09/2016 → 06/2017
  Unemployed
  Phoenix, AZ
• 05/2023 → 03/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2026 → Present
  Ubs Financial Services Inc
  New York City, NY

Previous Registrations

• 2021-05-31 → 2026-03-12
  Morgan Stanley
  Phoenix, AZ
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28

Designations

• Certified Financial Planner

Other Names

• Ronald C Alcott