Victoria A Trudeau

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

• 01/2015 → Present
  Ubs Financial Services Inc.
  Birmingham, MI
• 11/2014 → 01/2017
  Vox Media Inc.
  Detroit, MI

Other Businesses

FREELANCE CONTRIBUTOR TO LOCAL SITE FOR VOX MEDIA INC., 1201 CONNECTICUT AVE, NW, 11TH FL. WASHINGTON, DC 20036. BUSINESS IS NOT INVESTMENT RELATED. JOB TITLE IS FREELANCE PROFESSIONAL WRITER. POSITION ENTAILS WRITING 1-3 MONTHLY ARTICLES ABOUT DETROIT RESTAURANTS FOR LOCAL SITE EATER DETROIT. STARTED IN CONTRIBUTOR CAPACITY 11/1/2014, AFTER RESIGNING FROM PART-TIME EDITOR POSITION. DEVOTE APPROXIMATELY 5 HOURS/MONTH TO THE POSITION, 0 HOURS/MONTH DURING TRADING HOURS. DUTIES INCLUDE INTERVIEWING LOCAL CHEFS AND RESTAURATEURS AND WRITING INFORMATIVE ARTICLES.NO SALARY-PAID PER ARTICLE. 2) Name of business: Episcopal Diocese of Michigan./ Address: 4800 Woodward Ave Detroit Michigan United States 48201./ Nature: The Episcopal Diocese of Michigan consists of 75 churches in southeast Michigan. Diocese supports and oversees these congregations./ Role: Trustee of the Diocese assist in overseeing adherence to the stated investment strategy and objectives of the Diocese and awarding of grants for purposes of the Diocese./ Start Date: 10/20/2023

Exams

• S66 Uniform Combined State Law Examination
  2015-03-25