Emilio Macatangay Macatanagay Valdes

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

• 09/2015 → Present
  Ubs Financial Services Inc.
  Conshohocken, PA

Previous Registrations

• 1999-10-08 → 2015-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Media, PA
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

Water Mill Homeowners' Association, Inc, Manage and upkeep the common areas of the Water Mill development in Media PA, Member of Board of directorsReview HOA financial statements and bills, start date-6/1/2021, PAMediaUnited States-19063.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-08
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Other Names

• Jj Valdes
• Emilio M Valdes
• J.J. Valdes
• Emilio Macatanagay Valdes
• Emilio Macatanagay Valdes