Stephanie Marie Ailor

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

• 06/2025 → Present
  Ubs Financial Services, Inc.
  Chicago, IL
• 09/2018 → 05/2025
  Office Of Chief Counsel, U.S. Customs And Border Protection, Dhs
  Chicago, IL
• 08/2017 → 09/2018
  Baker Mckenzie Llp
  Chicago, IL
• 02/2014 → 08/2017
  Greenberg Traurig Llp
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15