Ethan Scott Marcus

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

• 06/2016 → 05/2020
  Hewlett Station Yogurt
  Hewlett, NY
• 06/2022 → 01/2023
  Fanatics
  New Orleans, LA
• 05/2023 → 07/2023
  Johnson Rice & Company
  New Orleans, LA
• 06/2020 → 12/2023
  Tulane University
  New Orleans, LA
• 12/2023 → 06/2024
  Unemployed
  New Orleans, LA
• 06/2024 → 08/2024
  Mehlrose Ny
  Hewlett, NY
• 08/2024 → Present
  Oppenheimer & Co. Inc.
  New York, NY
• 09/2016 → 06/2020
  Lynbrook High School
  Lynbrook, NY
• 11/2025 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2025-03-03 → 2025-11-14
  Oppenheimer & Co. Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28

Other Names

• Ethan Scott Marcus
• Ethan Marcus