Sophie Iskandar Polonichko

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

• 11/2024 → Present
  Ubs Financial Services
  San Francisco, CA
• 06/2024 → 09/2024
  Mendocino Farms
  San Diego, CA
• 06/2024 → 10/2024
  Tutortutor
  San Diego, CA
• 07/2024 → 11/2024
  Esplin & Associates
  San Diego, CA
• 04/2024 → 06/2024
  Unemployed
  San Diego, CA
• 02/2024 → 04/2024
  Turf Kitsilano
  Vancouver
• 08/2023 → 02/2024
  N/A
  San Diego, CA
• 05/2023 → 08/2023
  Quidelortho
  San Diego, CA
• 01/2023 → 05/2023
  N/A
  Vancouver
• 02/2021 → 01/2023
  Esplin & Associates
  San Diego, CA
• 06/2014 → 02/2021
  N/A
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-10