Hannah Rae Strong

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 → 01/2023
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 08/2016 → 12/2020
  Florida International University
  Miami, FL
• 07/2018 → 09/2019
  Lilly Pulitzer
  Coral Gables, FL
• 01/2023 → 10/2023
  Raymond James & Associates
  Daytona Beach, FL
• 03/2024 → 09/2024
  Self-Employed
  Daytona Beach, FL
• 09/2024 → Present
  Ubs Financial Services, Inc
  Savannah, GA
• 10/2023 → 03/2024
  Unemployed
  Ormond Beach, FL

Previous Registrations

• 2023-01-23 → 2023-10-19
  Raymond James & Associates, Inc.
  Daytona Beach, FL
• 2022-08-16 → 2023-01-27
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• Hannah R Strong