Corey P Behm

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

• 02/2021 → 06/2023
  Morgan Stanley
  Columbus, OH
• 07/2016 → 10/2016
  Unemployed
  Hudson, OH
• 10/2016 → 06/2017
  The Ohio State Univesity
  Marion, OH
• 06/2017 → 03/2018
  Unemployed
  Columbus, OH
• 03/2018 → 08/2018
  Home City Ice
  Groveport, OH
• 08/2018 → 04/2019
  Unemployed
  Columbus, OH
• 04/2019 → 04/2020
  The Ohio State University
  Columbus, OH
• 04/2020 → 02/2021
  Unemployed
  Columbus, OH
• 10/2022 → 06/2023
  E*Trade Securities, Llc
  Columbus, OH
• 07/2023 → 06/2025
  Raymond James
  Denver, CO
• 06/2025 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2023-07-13 → 2025-06-23
  Raymond James & Associates, Inc.
  Denver, CO
• 2021-06-21 → 2023-06-29
  Morgan Stanley
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-06-18

Other Names

• Corey P Behm
• Corey Behm