Matthew J Schaefer

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

• 12/2008 → Present
  Ubs Financial Services Inc
  Austin, TX

Previous Registrations

• 2005-12-06 → 2008-12-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX

Other Businesses

1) Jail to Jobs/ investment related?: no / Cedar Park, Texas 78630 US/ Charity/Board Member and Co-Treasurer to assist with growing the Jail to Jobs Charity throughout Austin./ start date: 1/1/2022

Exams

• S66 Uniform Combined State Law Examination
  2005-12-05