Daniel Tyler Gunchar

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

• 06/2024 → 11/2024
  Pruco Securities, Llc.
  East Brunswick, NJ
• 09/2016 → 06/2020
  Westfield High School
  Westfield, NJ
• 09/2020 → 05/2024
  University Of Delaware
  Newark, DE
• 06/2022 → 08/2022
  Boxcar Transit
  Chatham, NJ
• 06/2023 → 08/2023
  Enterprise Holdings
  Union, NJ
• 11/2024 → 11/2024
  Lpl Enterprise, Llc
  East Brunswick, NJ
• 01/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30

Other Names

• Dan Tyler Gunchar