Michael Jay Renegar

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

• 11/2015 → Present
  Ubs Financial Services Inc
  Princeton, NJ

Previous Registrations

• 2009-06-01 → 2015-11-30
  Morgan Stanley
  Lawrenceville, NJ
  Lawrenceville, NJ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lawrenceville, NJ
• 2002-12-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lawrenceville, NJ
  Lawrencevill, NJ

Other Businesses

Estate of Judith Burns / United States / 1382 Newtown Langhorne Rd / Newtown / NJ / United States / 18940 No / Other / Executor / Other / estate / execute will / Inactive / Dormant Other / executor / execute will / 1 / 10000 / Newtown PA / Client is friend with no close relatives

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-30
• S63 Uniform Securities Agent State Law Examination
  1999-02-05

Other Names

• Michael J Renegar