Bruce Wynne Sharpe

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

• 05/2019 → Present
  Ubs Financial Services Inc.
  Raleigh, NC
• 11/2014 → 05/2019
  Jlt Specialty Insurance Services Inc.
  Houston, TX

Other Businesses

Washington & Lee University, Lexington, VA, USA, I have been active in the Washington & Lee Alumni Association since my graduation in 2003.No, No, 4/5/2016. The Forest Club, Houston, TX, USA. I have been an active member of this club since 2008. No, No, 3/14/2018.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-18

Other Names

• Wynne Sharpe
• B. Wynne Sharpe
• Bruce Wynne Sharpe
• Bruce Wynne Sharpe