Wyatt R Arthurs

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

• 08/2015 → Present
  Ubs Financial Services Inc.
  Buffalo, NY

Previous Registrations

• 2014-03-03 → 2015-08-20
  Morgan Stanley
  Melville, NY
  Buffalo, NY

Other Businesses

Algonquin Campership Fund / 500 East Ave Rochester,NY 14607 / Foundation/ Charities, Cultural, Educational & Political Organisations / Charitable / Member of Board of Directors / / Review applications for grants, steering committee, raise funds for charitable use. / Start Date 10/1/10 / 2. Cherry Hill Club, Ontario, CanadaL0S-1N0, Golf Club - Board of Directors and will be President in 2026, Sport & Leisure Facilities, Golf & social club. Designed by Walter Travis, rated amongst Top 20 private golf clubs in Canada & premier course in WNY area, Member of Board of directors, Board Member. Club President, start date, start date-10/20/2022, Investment related-Yes.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-04

Designations

• Certified Financial Planner