Shaista Fathima Macan-Markar

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

• 08/2025 → Present
  Ubs Financial Services, Inc
  New York City, NY
• 08/2022 → 08/2025
  Pnc Financial Services Group Inc.
  Philadelphia, PA
• 08/2020 → 08/2022
  Pnc Financial Services Group Inc.
  Cleveland, OH
• 06/2019 → 08/2019
  Wsfs
  Newark, DE
• 02/2018 → 06/2019
  Hibachi's
  Bear, DE
• 08/2016 → 05/2020
  University Of Delaware
  Newark, DE

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15