Robert D. Chleborad

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

• 11/2011 → Present
  Ubs Financial Services
  West Des Moines, IA

Previous Registrations

• 2009-06-01 → 2011-11-09
  Morgan Stanley
  West Des Moines, IA
  West Des Moines, IA
• 2003-03-04 → 2009-06-01
  Citigroup Global Markets Inc.
  West Des Moines, IA
  West Des Moines, IA

Other Businesses

1. St. Pius X Catholic Church Finance Council, This council was set up to review monthly financial information for the church and school, I am a member of the finance council and have no direct role in terms of decision making. All decisions are made by the Pastor of the Church and my role is a member of the council that meets on a monthly basis to review church financial information, start date-1/1/2002, Urbandale IowaUnited States-50322 2)Catholic Foundation of Southwest Iowa,This investment committee is set up to review quarterly financial information for the foundation of the Roman Catholic Diocese of Des Moines.,United States50309,I will be a member of the investment committee starting in January, 2026. All investment decisions are made by the committee with the direction of an investment consultant at Morgan Stanley.Start date -1/1/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-28
• S63 Uniform Securities Agent State Law Examination
  1994-05-26

Designations

• Chartered Financial Analyst

Other Names

• Bob Chleborad
• Robert Donald Chleborad