Renee Anne Brabb

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

• 12/2010 → 02/2017
  Charles Schwab & Co., Inc
  Indianapolis, IN
• 01/2018 → 07/2020
  Fidelity Brokerage Services Llc
  Omaha, NE
• 02/2017 → 01/2018
  Unemployment
  Lebanon, IN
• 07/2018 → 07/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2020 → Present
  Ubs Financial Services Inc
  Omaha, NE

Previous Registrations

• 2018-07-13 → 2020-07-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-03-28 → 2018-07-13
  Strategic Advisers Llc
  Omaha, NE
• 2016-01-05 → 2017-02-13
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2016-01-05
• S63 Uniform Securities Agent State Law Examination
  2011-05-21

Other Names

• Renee Anne Redding
• Renee Anne Leihgeber
• Renee Anne Brabb
• Renee A Brabb