Griffin David Mclarty

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

• 09/2024 → Present
  Ubs Financial Services
  New York, NY
• 10/2021 → 01/2024
  Tres Palmas Acai
  Charleston, SC
• 01/2024 → 08/2024
  Unemployed
  Charleston, SC
• 06/2019 → 04/2023
  Baltimore Orioles
  Baltimore, MD
• 09/2020 → 03/2021
  Wild Dunes- Hyatt
  Isle Of Palms, SC
• 08/2016 → 12/2019
  College Of Charleston
  Charleston, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17