Faissal Yousef

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

• 08/2007 → 11/2017
  Merrill Lynch
  Paramus, NJ
• 11/2017 → Present
  Ubs Financial Services Inc.
  Red Bank, NJ

Previous Registrations

• 2007-08-14 → 2017-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2006-05-24 → 2007-08-06
  A. G. Edwards & Sons, Inc.
  Oradell, NJ
• 2005-10-24 → 2006-06-07
  Morgan Stanley Dw Inc.
  Morristown, NJ
  Morristown, NJ

Other Businesses

1) 886 MAIN STREET REALTY LLC; PO Box 1812, Clifton, NJ 07015; Rental real estate; Proprietor/owner; Owner of a rental real estate property; 8/1/2010; Business hours per month: No 2) LMF REALTY LLC; PO Box 1812, Clifton, NJ 07015; Ownership of real estate property; Proprietor/owner; Owner of rental real estate property; 7/9/2018; Business hours per month: No 3) NAME OF OTHER BUSINESS: LMF NY Realty LLC/ INVESTMENT RELATED?: No /ADDRESS: P.O. Box 1812, Clifton, NJ 07015/ NATURE OF THE BUSINESS: Ownership of real estate property/ POSITION: Proprietor/ Owner/ DUTIES: Owner of rental real estate property /START DATE: 08/06/2021 /HOURS DEVOTED TO BUSINESS: 0 during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21

Other Names

• Faissal Fakhri Yousef
• Faissal Yousef
• Faissal Fakhri Yousef