Katelyn Tanner Greco Lycksell

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

• 08/2013 → Present
  Ubs Financial Services Inc.
  Hartford, CT

Other Businesses

Center Commons Homeowner's Association / United States / 1092 Farmington Avenue, West Hartford, Connecticut 06107 / Association (e.g. Trade or Industry, Sport) / Housing management / This entity is responsible for the overall operations of 6 condo units in West Hartford. It is responsible for the caretaking of the premises outside of each of our units (i.e. lawn care, snow removal, outdoor upkeep of the structure). / Treasurer / My responsibilities include collecting monthly HOA dues from our 5 other tenants in our Homeowner's Association, paying the bills for our association, monitoring the bank accounts to ensure liquidity needs are met, and keeping insurance up to date. / Start Date 11/23/2019

Exams

• S66 Uniform Combined State Law Examination
  2013-10-16

Other Names

• Katelyn Greco
• Katelyn Tanner Lycksell
• Katelyn Tanner Greco Lyck