Glen J Karlovitch

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

• 08/2016 → Present
  Ubs Financial Services Inc
  Weehawken, NJ

Previous Registrations

• 2013-12-04 → 2016-09-02
  Morgan Stanley
  New York, NY
• 2004-04-16 → 2013-11-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

MOMENTUM INC.; NEW JERSEY; AN ASSOCIATE BRAND AMBASSADOR FOR VARIOUS SPIRITS OWNED BY WILLIAM GRANT AND SON; CONDUCTING COMPANY SPONSORED TASTING EVENTS ONE OR TWO SATURDAYS A MONTH AND PROVIDING CUSTOMERS WITH AN OVERVIEW OF THE SPIRIT THAT THEY ARE SAMPLING, PROVIDED TO THEM BY A STORE EMPLOYEE; 2.5 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 2013 to present Momentum / 250 Hudson Street 2nd Floor New York,NY 10013 / No/ Privately Held / USD / No / No / / Start Date 09/01/2012 / 3) Evolve/ Nature of Business: Marketing company that supplies brand ambassadors for various consumer brands./ Address: 250 Hudson Street 2nd Floor,New York/ Position :I'm an associate brand ambassador for the William Grant and Sons line of spirits. I educate customers on the various spirit brands owned by William Grant and Sons at liquor stores, restaurants, country clubs and events./Start Date: 9/1/2012.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-08
• S63 Uniform Securities Agent State Law Examination
  1994-12-09

Other Names

• Glen J Karlovitch
• Glen John Karlovitch