Timothy Max Kozhukhov

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 → 04/2025
  Roberts Wealth Management
  Houston, TX
• 06/2021 → 08/2021
  High Tech Machine
  Houston, TX
• 03/2021 → 05/2021
  Bay Oaks Country Club
  Houston, TX
• 12/2020 → 02/2021
  Beacon Lakes Golf Course
  Dickinson, TX
• 09/2018 → 06/2019
  Missing Links Golf Club
  Mequon, WI
• 04/2025 → 01/2026
  Unemployed
  Unemployed, TX
• 01/2023 → 12/2024
  Full Time Student - University Of Iowa
  Iowa City, IA
• 05/2022 → 01/2023
  Unemployed
  Unemployed, TX
• 09/2021 → 05/2022
  Full Time Student - Miami Ohio
  Oxford, OH
• 08/2021 → 09/2021
  Unemployed
  Unemployed, TX
• 05/2021 → 06/2021
  Unemployed
  Unemployed, TX
• 02/2021 → 03/2021
  Unemployed
  Unemployed, TX
• 08/2020 → 05/2021
  Full Time Student - Iowa State University
  Ames, IA
• 06/2019 → 08/2020
  Unemployed
  Unemployed, TX
• 03/2002 → 09/2018
  Unemployed
  Unemployed, TX
• 01/2026 → Present
  Ubs Financial Services, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01

Other Names

• Tim Kozhukhov