Joel Sebastian Post

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

• 12/2011 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2003-08-29 → 2012-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) AMERICAN FARM SCHOOL / MARINOU ANTIPA 12 THESSALONIKI 551 34 / OTHER / EDUCATION / AGRICULTURAL + TECHNICAL EDUCATION / MEMBER OF BOARD OF DIRECTORS / BOARD MEETING ATTENDANCE / START DATE 05/15/2007 / 2-3 HOURS PER MONTH . /// 2) THE FLY CLUB / 2 HOYOKE PLACE CAMBRIDGE MA 02138 / OTHER / OTHER COLLEGE FRATERNITY / FUNDRAISING / INVESTMENT MANAGEMENT / MEMBER OF BOARD OF DIRECTORS / BOARD MEETINGS / CONFERENCE CALLS / START DATE 02/07/2009 / 3 HOURS MONTHLY . /// 3) POPPASQUASH, LLC / 141 ROCKLAND AVENUE BALA CYNWYD PA 19004-1827 / OTHER / OTHER INVESTMENT VEHICLE / INVEST POOLED FAMILY ASSETS / OTHER MEMBER, INVESTMENT ADVISOR / INVESTMENT SELECTION AND MONITORING / START DATE 04/15/2008 / NORMAL CLIENT TIME. /// 4) New York Farmers, The entity donates approx. $ p.a in total to agricultural schools at the "land grant" universities: University of Massachusetts, University of Pennsylvania, Rutgers, Cornell University and University of Connecticut, Member of a committee with management / supervisor functions, Investment Committee member, start date-9/17/2020, MillbrookNY United States-12545.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-28