Andrea Duffey Scott

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

• 02/2005 → 09/2017
  Ubs Financial Services Inc.
  Atlanta, GA
• 09/2017 → 12/2019
  Morgan Stanley
  Atlanta, GA
• 12/2019 → Present
  Ubs Financial Services Inc.
  Atlanta, GA

Previous Registrations

• 2017-09-06 → 2019-12-20
  Morgan Stanley
  Atlanta, GA
• 2006-12-20 → 2017-09-12
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

Mary Kay; Investment related No; Dallas, Texas; Independent Beauty Consultant; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 0 Mary Kay Inc. / 102 Country Acres Ct. McDonough, GA 30253 / United States / I am an Independent sales consultant and only earn commissions on products I sell. / www.marykay.com / Start Date 12/18/2019

Exams

• S66 Uniform Combined State Law Examination
  2006-12-11

Other Names

• Andrea Robin Duffey
• Andrea Duffey Scott