Christopher Morley Balcerek

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

• 06/2021 → Present
  Ubs Financial Services Inc.
  St. Louis, MO
• 08/2018 → 05/2021
  University Of Dayton Rec Center
  Dayton, OH
• 05/2020 → 08/2020
  Federal Reserve Bank Of Dallas
  Dallas, TX
• 09/2017 → 08/2018
  University Of Dayton Rec Center
  Dayton, OH
• 05/2018 → 08/2018
  Ropewalk Restaurant
  Bethany Beach, DE
• 05/2019 → 06/2019
  Costco Wholesale
  Monrovia, MD
• 06/2016 → 08/2017
  Rhodes 5 & 10
  Bethany Beach, DE

Exams

• S66 Uniform Combined State Law Examination
  2021-11-18

Designations

• Certified Financial Planner