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Cheryl L Grava

Ubs Financial Services Inc.

Johns Creek, GA

Alpharetta, GA

CRD 8016805

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-18
  • GA RA
    APPROVED
    Since 2025-03-18

Branch Locations

Johns Creek, GA • United States

8000 Avalon Blvd Suite 925, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deloitte Atlanta GA 09/2002 04/2024
Ubs Atlanta GA 12/2024 Present
Retired From Deloitte Atlanta GA 04/2024 12/2024
  • 09/2002 → 04/2024
    Deloitte
    Atlanta, GA
  • 12/2024 → Present
    Ubs
    Atlanta, GA
  • 04/2024 → 12/2024
    Retired From Deloitte
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
  • S66 Uniform Combined State Law Examination
    2025-03-17
Other Names
  • Cheryl L Nanke

View on SEC IAPD

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