Edward Mark Lubell

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

• 07/2002 → Present
  Ubs Financial Services Inc.
  Palm Beach, FL

Other Businesses

3CINTERACTIVE CORP / 7800 CONGRESS AVE, SUITE 108 BOCA RATON, FLORIDA 33487 / COMPANY / TELECOMMUNICATIONS /MOBILE ENTERPRISE SOLUTIONS USING SMS TEXT MESSAGING PLATFORM / MEMBER OF BOARD OF DIRECTORS / ATTEND BOARD MEETINGS AND PARTICIPATE IN CONFERENCE CALLS. POSSIBLY ALSO HAVE ONE ON ONE CONVERSATIONS WITH OTHER BOARD MEMBERS OR EXECUTIVES / POTENTIAL DEALINGS WITH UBS: NO /START DATE - 09/15/2010 / AS NOTED ABOVE, I MAY NEED TO PARTICIPATE IN CALLS OR MEETINGS THAT MIGHT BE SCHEDULED DURING NORMAL WORKING HOURS. J.A.B. Irrevocable Trust, this is a family trust funded from life insurance when my cousin died in 2018, I will oversee the investments and distributions for this trust, start date-2/19/2019, nyUnited States-10514.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-14
• S63 Uniform Securities Agent State Law Examination
  1994-02-18

Other Names

• Ned Lubell