Adrien Eggerickx

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

• 07/2018 → 06/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2018 → 06/2022
  J.P. Morgan Securities Llc
  New York, NY
• 04/2018 → 06/2018
  Unemployed
  Brooklyn, NY
• 06/2016 → 03/2018
  Unemployed
  Getafe
• 06/2022 → 03/2024
  Morgan Stanley
  New York, NY
• 09/2024 → Present
  Ubs
  New York, NY
• 04/2024 → 08/2024
  Unemployed
  New York, NY

Previous Registrations

• 2024-01-06 → 2024-04-09
  Morgan Stanley
  Purchase, NY
  New York, NY

Other Businesses

* 558928 - Adrien Eggerickx; Investment related: No; New York, New York; Notary Services; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);Start date 9/9/2023; During business hours: 0; After business hours: 15; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-06
• S63 Uniform Securities Agent State Law Examination
  2018-09-18

Other Names

• Adrien Eggerickx Serralles
• Adrien Peter Daniel Eggerickx