Gregory Alexander Pieroni

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
  Houston, TX

Other Businesses

1) D.G. FAMILY TRUST UA DATED 2SEPT05 G.A.O. TRUSTEE/ DALLAS, TX 75205-2875 / TRUST FOR J.D. CHILDREN, I AM THE TRUSTEE / D.G. FAMILY TRUST / 1 HOUR PER MONTH / INVOLVEMENT SINCE 9/02/2005 / POSITION - TRUSTEE 2)D.G. 2010 TRUST / DALLAS TX 75205 / TRUST / TRUSTEE / START DATE 11/18/2010. 3)S.W. D. 2012 GST Exempt Trust Dtd 23Dec17, Investments, DallasTX United States-75229, normal trustee duties, start date-12/29/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1994-09-09

Other Names

• Greg Pieroni