Kimberley Ann Milani

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

• 07/2015 → 07/2018
  Fidelity Brokerage Services Llc
  Paramus, NJ
• 07/2018 → Present
  Ubs Financial Services
  New York, NY

Previous Registrations

• 2015-08-13 → 2018-07-12
  Strategic Advisers Llc
  Paramus, NJ
• 2012-03-07 → 2015-07-30
  Rbc Capital Markets, Llc
  Paramus, NJ
• 2012-01-06 → 2012-02-28
  Cetera Wealth Services, Llc
  Teaneck, NJ

Other Businesses

OAA#: 38888 | Org Name:Kimberley Merlo | Org Addr: Garfield, NJ, US | Nature of Bus:Hosting and acting. | Invst Rel:N | Title:Self | Duties:Freelance acting, hosting, performing (singing, etc). | Start Dt:11/03/2015 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0

Exams

• S66 Uniform Combined State Law Examination
  2011-12-29

Other Names

• Kimberley Ann Merlo
• Kimberley Merlo