Albert Shih

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 Inc
  Pasadena, CA

Other Businesses

1) Habitat for Humanity Los Angeles, Young Professionals/Investment related?: no/8739 Artesia Blvd,Bellflower/CA 90706 US/ Charity/Member of Board of directors/As a member of the board for Habitat Young Professionals, we strive to bring interest to philanthropy in the young professionals demographic. We organize events and educational seminars for the community as well as fundraise for Habitat for Humanity's projects in the LA area./1/1/2021/

Exams

• S66 Uniform Combined State Law Examination
  2014-08-07