Emma Messenger

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

• 01/2020 → 05/2021
  Suny New Paltz
  New Paltz, NY
• 01/2020 → 05/2020
  Suny New Paltz
  New Paltz, NY
• 06/2021 → Present
  Ubs Financial Services
  New York, NY
• 06/2019 → 04/2020
  Morgan Stanley
  Poughkeepsie, NY
• 05/2019 → 08/2019
  District Office Of Congressman Sean Patrick Maloney
  Newburgh, NY
• 06/2016 → 08/2017
  Sportsplex
  New Windsor, NY
• 08/2017 → 05/2018
  Suny Oneonta
  Oneonta, NY
• 08/2018 → 05/2019
  Suny New Paltz
  New Paltz, NY
• 09/2004 → 06/2017
  Marlboro Central School District
  Marlboro, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-04-16

Other Names

• Emma Katherine Messenger