Olga Kolin

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

• 06/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2018 → 04/2019
  Belvedere Advisors Llc
  Tiburon, CA
• 10/2018 → 06/2019
  Yellowbrickroad Financial Advisors
  Corte Madera, CA
• 09/2016 → 08/2018
  Dominican University Of California
  San Rafael, CA
• 08/2016 → 05/2019
  Dominican University Of California
  San Rafael, CA
• 10/2022 → Present
  Ubs Financial Services Inc.
  San Francisco, CA
• 10/2021 → 10/2022
  Cresset Capital
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31

Other Names

• Olga Kolisnichenko