Alexander John Wilson

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

• 04/2015 → 02/2017
  Fidelity Brokerage Services Llc
  Rochester, NY
• 02/2017 → Present
  Ubs
  Rochester, NY

Previous Registrations

• 2011-05-24 → 2015-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Teaneck, NJ
  Englewood, NJ
  Hoboken, NJ
  Hoboken, NJ
  Jersey City, NJ
  Cranford, NJ
• 2011-01-31 → 2011-04-15
  Equitable Advisors, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-22
• S63 Uniform Securities Agent State Law Examination
  2010-07-15

Other Names

• Alex J. Wilson
• Alexander John Wilson
• Alexander John Wilson
• Alex J Wilson
• Alex John Wilson