Logan P Dooley

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

• 06/2018 → 08/2018
  Hsbc Bank
  New York, NY
• 08/2015 → 05/2019
  Providence College
  Providence, RI
• 07/2019 → 09/2021
  Ubs Financial Services Inc
  Weehawken, NJ
• 09/2021 → 12/2021
  Jpmorgan Chase Bank Na
  Summit, NJ
• 09/2021 → 12/2021
  Jpmorgan Securities Llc
  Summit, NJ
• 09/2016 → 05/2019
  Providence College
  Providence, RI
• 06/2019 → 06/2019
  Unemployed
  Berkeley Heights, NJ
• 06/2016 → 08/2017
  Berkeley Heights Recreation
  Berkeley Heights, NJ
• 06/2022 → Present
  Ubs Financial Services Inc
  Weehawken, NJ
• 12/2021 → 06/2022
  Unemployed
  Mountainside, NJ

Previous Registrations

• 2021-10-29 → 2021-12-18
  J.P. Morgan Securities Llc
  Summit, NJ
• 2019-10-22 → 2021-10-05
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-10-22

Other Names

• Logan Dooley
• Logan Patrick Dooley