Robert Lawrence Donina

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

• 01/2009 → Present
  Ubs Financial Services Inc
  Chattanooga, TN

Previous Registrations

• 1997-01-10 → 2009-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chattanooga, TN
  Chattanooga, TN

Other Businesses

1) BELLA'S PARTNERS LLC; 313 N Palisades Dr, Signal Mountain, TN 37377; Partnership for passive investment only; Partner; File annual taxes from K-1; 5/19/2011; Business hours per month: No // 2)1516 JAMES BOULEVARD, SIGNAL MOUNTAIN, TN 37377; 1516 James Boulevard, Signal Mountain, TN 37377; Refurbish for rental property; Proprietor/owner; Refurbish House ready for Rental Property; 10/5/2018; Business hours per month: No 3) Rental property / investment related?: no/ 1009 Signal Road, Signal Mountain, Tennessee 37377/ My wife owns/ renovates and manages rental properties

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-07
• S63 Uniform Securities Agent State Law Examination
  1994-03-24

Other Names

• Robert L (Jr) Donina