Caesar Alaa Abed

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 → 02/2025
  Beach City Capital
  Manhattan Beach, CA
• 08/2020 → 05/2024
  Full Time Education
  Orange, CA
• 08/2016 → 05/2020
  Full Time Education
  Pacific Palisades, CA
• 03/2025 → 08/2025
  Charles Schwab & Co., Inc.
  Austin, TX
• 12/2025 → Present
  Ubs Financial Services Inc
  Weehawken, NJ
• 09/2025 → 11/2025
  Unemployed
  Los Angeles, CA
• 01/2021 → 05/2024
  Chapman University
  Orange, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-10
• S63 Uniform Securities Agent State Law Examination
  2025-07-22

Other Names

• Caesar Alaa Abed
• Caesar Abed