George Pettway

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

• 06/2017 → 08/2017
  Onward Reserve
  Athens, GA
• 06/2018 → 08/2018
  First Tennessee Bank
  Chattanooga, TN
• 06/2019 → 08/2019
  Ftb Advisors
  Brentwood, TN
• 06/2020 → 09/2020
  Lake Valley Golf Club
  Boulder, CO
• 12/2020 → 09/2021
  First Horizon Advisors
  Chattanooga, TN
• 05/2011 → 05/2017
  Baylor School
  Chattanooga, TN
• 08/2017 → 06/2020
  University Of Georgia
  Athens, GA
• 09/2021 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 03/2023 → 11/2024
  Bank Of America, N.A.
  Atlanta, GA
• 11/2024 → Present
  Ubs Financial Services, Inc
  Chattanooga, TN

Previous Registrations

• 2022-06-01 → 2024-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-28

Other Names

• George Holmes Patten Pettway
• George H Pettway