Scott Allan Hilpert

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

• 01/2012 → Present
  Ubs Financial Services Inc
  Barrington, IL

Previous Registrations

• 2009-06-01 → 2012-01-19
  Morgan Stanley
  Barrington, IL
• 2005-09-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Barrington, IL
  Barrington, IL

Other Businesses

1) My cabin. No name / Ely, MN / Family cabin that I rent out on a limited basis to screened families / Renting my cabin out on a very limited basis. NO clients / paying all expenses & collecting rent. Again the rental will have very limited income & primarily over the summer months / Proprietor / owner / 4/21/2022 /// 2) Takedown Outdoors LLC / Outdoor activities & instructions / Support outdoor events & instruct participants in outdoor sport activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-27
• S63 Uniform Securities Agent State Law Examination
  2005-04-22