Kaitlin H Weaver

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

• 09/2021 → 05/2025
  Morgan Stanley
  Purchase, NY
• 04/2021 → 09/2021
  Morgan Stanley
  Purchase, NY
• 06/2019 → 03/2020
  Morgan Stanley
  Purchase, NY
• 09/2017 → 06/2019
  G.H. Bass & Co
  Fishkill, NY
• 05/2014 → 09/2017
  Fishkill Farms
  Fishkill, NY
• 08/2020 → 08/2020
  Rainbow Pools
  Hopewell Junction, NY
• 04/2020 → 07/2020
  Unemployed
  N/A, XX
• 09/2020 → 03/2021
  Unemployed
  N/A, XX
• 06/2025 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2022-11-11 → 2025-06-20
  Morgan Stanley
  Purchase, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11

Other Names

• Kaitlin Weaver