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Scott A Coyner

Ubs Financial Services Inc.

Oakbrook Terrace, IL

Naperville, IL

CRD 7394777

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-18
IL RA APPROVED 2022-02-18
  • TX RA
    APPROVED
    Since 2024-11-18
  • IL RA
    APPROVED
    Since 2022-02-18

Branch Locations

1 Tower Lane-Ste 1700 Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181 • United States

Naperville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Weehawken NJ 07/2021 Present
Unemployed Naperville IL 06/2021 07/2021
University Of Iowa Iowa City IA 01/2017 06/2021
Parking Management Company Iowa City IA 01/2018 08/2018
Jimmy John's Iowa City IA 08/2017 12/2017
Indiana University Bloomington IN 08/2016 01/2017
  • 07/2021 → Present
    Ubs Financial Services
    Weehawken, NJ
  • 06/2021 → 07/2021
    Unemployed
    Naperville, IL
  • 01/2017 → 06/2021
    University Of Iowa
    Iowa City, IA
  • 01/2018 → 08/2018
    Parking Management Company
    Iowa City, IA
  • 08/2017 → 12/2017
    Jimmy John's
    Iowa City, IA
  • 08/2016 → 01/2017
    Indiana University
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08

View on SEC IAPD

Nearby Firms

NORTHERN TRUST SECURITIES, INC.
EDELMAN FINANCIAL ENGINES
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

STEVEN ALLEN SMITH
BARRY JASON DUPUY
MANILA SUDHIR KALA

Nearby Offices

NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · OAKBROOK TERRACE, IL

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