Scott Reynolds

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

• 07/2014 → 05/2018
  United States Army
  Colorado Springs, CO
• 10/2018 → 11/2019
  Ttr Sotheby's International Realty
  Alexandria, VA
• 11/2019 → 04/2020
  Ubs Financial Services Inc
  New York, NY
• 04/2020 → 04/2021
  Ubs Financial Services Inc
  New York, NY
• 05/2018 → 10/2018
  Education - Real Estate Licensing
  Alexandria, VA
• 04/2021 → 01/2022
  Usb Financial Services, Inc.
  New York, NY
• 01/2022 → 10/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 10/2023 → Present
  Ubs Financial Services, Inc
  Atlanta, GA

Previous Registrations

• 2022-02-17 → 2023-10-25
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2020-09-29 → 2022-01-28
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-29
• S66 Uniform Combined State Law Examination
  2020-09-24

Other Names

• Scott Russell Reynolds