David Andrew Ostrum

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

• 06/2014 → Present
  Ubs Financial Services
  Mount Laurel, NJ

Other Businesses

1. Jewish Federation of Southern New Jersey, Chairing the finance committee ; budgets and allocation to its agencies ; insurance policy review; working with the charities professionals and utilizing my finance experience for the operations/balance sheet of the charity, Advisor or advisory group member if advice given may influence an officer/board, chairing the finance committee ; budgets/allocations/insurances/fundraising, start date-10/31/2022, Cherry HillNew JerseyUnited States-08003. 2. Jewish Community Foundation, fundraising and donating to activities and causes in the local jewish community, Member of Board of directors, review financials, budgets, help determine where funds should be allocated to various groups/causes in the community, start date-10/31/2022, Cherry HillNew JerseyUnited States-08003. 3. Jewish Community Foundation, helping advise the investment committee and make sure SEI (the fiduciary managing the endowment funds) is performing in line with benchmarks and asking questions to make sure the asset allocation and investment decisions are aligned with the interests of the foundation, Advisor or advisory group member if advice given may influence an officer/board, helping advise the investment committee and make sure SEI (the fiduciary managing the endowment funds) is performing in line with benchmarks and asking questions to make sure the asset allocation and investment decisions are aligned with the interests of the foundation, start date-10/31/2022, Cherry Hill New JerseyUnited States-08003.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-26