Robert Wesley Foersterling

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
  Chicago, IL

Previous Registrations

• 2007-04-02 → 2009-01-13
  Morgan Stanley & Co. Llc
  Barrington, IL
• 2001-04-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Barrington, IL
  Barrington, IL

Other Businesses

1) CHICAGO POLICE MEMORIAL FOUNDATION / investment related?: no/ 10343 S Pulaski, CHICAGO,IL 60655 / / SUPPORT FOR FAMILIES OF FALLEN OFFICERS INJURED OR KILLED IN LINE OF DUTY / Officer / Treasurer / START DATE6/1/2021/ Time reqd during working hours?: no 2)Wild Leaf Beverages / Wild Leaf Ventures/ Category - Company/ Principal Activity - Manufacturing & distribution of beverages (primarily iced teas & hard iced teas)/ Role -Advisor or advisory group member if advice given may influence an officer/board/ Duty - Offer strategic vision, provide advice & constructive feedback/ Comp - No

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-25
• S63 Uniform Securities Agent State Law Examination
  1999-12-22

Other Names

• Rob Wesley Foersterling