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Laura Fernandez Stahlhut

Ubs Financial Services Inc.

Weehawken, NJ

Dallas, TX

Flower Mound, TX

CRD 7434118

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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 2022-03-03
  • TX RA
    APPROVED
    Since 2022-03-03

Branch Locations

1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES

100 Crescent Court Suite 600, Dallas, TX 75201 • United States

Flower Mound, TX • 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 Dallas TX 09/2021 Present
Bkd Llp Dallas TX 11/2020 09/2021
Tolleson Wealth Management Dallas TX 03/2009 10/2020
  • 09/2021 → Present
    Ubs
    Dallas, TX
  • 11/2020 → 09/2021
    Bkd Llp
    Dallas, TX
  • 03/2009 → 10/2020
    Tolleson Wealth Management
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-01
  • S66 Uniform Combined State Law Examination
    2022-03-01
Other Names
  • Laura Kirsteen Fernandez

View on SEC IAPD

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