Frank J Coiro

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

• 07/2015 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1)NAME OF OTHER BUSINESS: Barbizon Condo Association / INVESTMENT RELATED?:N / ADDRESS:140 East 63rd. Street,New York/ NATURE OF THE BUSINESS: Condo Board/ POSITION:Condo Board Member / DUTIES: Participate in Condo Board meetings and decisions on behalf of the building / START DATE: 10/03/22 / HOURS DEVOTED TO BUSINESS: NA 2)NAME OF OTHER BUSINESS: Boscony LLC / INVESTMENT RELATED?: yes / ADDRESS: 140 East 63rd. Street,New York / NATURE OF THE BUSINESS: Real Estate invest income / POSITION:Proprietor / owner / DUTIES: owner of apartment / START DATE: 4/28/2016 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-01
• S63 Uniform Securities Agent State Law Examination
  1992-02-26

Other Names

• Frank Coiro
• Francis James Coiro