Aaron Timothy Miller

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

• 08/2018 → 11/2018
  Associate Staffing
  Salt Lake City, UT
• 08/2018 → 08/2023
  Wells Fargo Clearing Services Llc
  Salt Lake City, UT
• 12/2017 → 05/2018
  Apex Edi
  Orem, UT
• 08/2017 → 11/2017
  Wall 2 Wall Flooring
  Pocatello, ID
• 05/2017 → 08/2017
  Gateway Transitional Care
  Pocatello, ID
• 01/2016 → 05/2017
  Advantage Plus Tax Service
  Pocatello, ID
• 08/2012 → 05/2017
  Idaho State University
  Pocatello, ID
• 05/2018 → 08/2018
  Unemployed
  Orem, UT
• 09/2023 → Present
  Ubs Financial Services Inc
  Salt Lake City, UT

Previous Registrations

• 2018-11-09 → 2023-08-30
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-11-09

Other Names

• Aaron Miller
• Aaron Timothy Miller