Annika James Dyczkowski

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

• 07/2025 → Present
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 01/2025 → 05/2025
  Trinity College-Hartford
  Hartford, CT
• 01/2023 → 05/2025
  Peter B's Espresso Bar
  Hartford, CT
• 06/2024 → 08/2024
  Progress Partners
  Boston, MA
• 07/2019 → 09/2023
  Premium Event Services
  Ann Arbor, MI
• 08/2021 → 08/2023
  Novella's
  Milford, MI
• 09/2022 → 12/2022
  Trinity College-Hartford
  Hartford, CT
• 09/2021 → 05/2025
  Trinity College-Hartford
  Hartford, CT
• 09/2017 → 05/2021
  Hartland High School
  Hartland, MI
• 08/2015 → 06/2017
  Ore Creek Middle School
  Hartland, MI

Exams

• S66 Uniform Combined State Law Examination
  2025-09-17

Other Names

• Aj Dyczkowski