Evan Joseph Boff

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

• 06/2010 → 07/2024
  Goldman, Sachs & Co.
  Dallas, TX
• 07/2024 → Present
  Ubs Financial Services Inc
  Dallas, TX

Other Businesses

BELMAN REAL ESTATE, LLC,DallasTXUnited States,Company,Real Estate,For estate planning purposes we created a real estate llc. BELMAN REAL ESTATE, LLC will hold real estate investments. To start it will hold a single residential rental property with address 6503 Kenwood Ave, Dallas, TX 75214.,Proprietor / owner,I own the house so will be in charge of leasing and on-going maintenance.Start date -3/1/2026 BELMAN Investments, LLCUnited States,TX,United States,Real Estate,For estate planning purposes we created BELMAN Investments, LLC to hold our liquid investments/use for future estate planning. To start, we will likely be mving our UBS assets into the name of BELMAN Investments, LLC,Manager of BELMAN Investments, LLC, Start date -3/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2010-10-02

Other Names

• Evan Joseph Boff
• Evan J Boff