Evan Thomas Rose

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

• 01/2020 → 08/2025
  Storage Asset Management
  Carlisle, PA
• 07/2023 → 08/2023
  Select Medical
  Mechanicsburg, PA
• 08/2023 → 05/2024
  Gettysburg College Management Department
  Gettysburg, PA
• 10/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 01/2015 → 05/2025
  Cumberland Valley School District And Gettysburg College
  Mechanicsburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-18