Michele Litwinski

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

• 01/2016 → Present
  Ubs
  New York, NY

Previous Registrations

• 2013-05-10 → 2016-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) New Lima Management LLC / 4777 SW 14th ST Deerfield Beach, Florida 33442 / Company/ Real Estate / real estate rental / Other / owner / answer questions property manager may inquire / Start Date 07/01/2016 /// 2) Courvoisier Courts Board of Directors Homeowners Association/ investment related?; yes/Miami, Fl, 33131/ Real Estate/Review and approve major projects related to home owners association. There are 5 board members, decisions can be made without my vote. One meeting per month, after work hours, via Zoom./ start date:1/1/2022 3) Azzure Management LLC, Cheyenne WY United States-82009, Company, Real Estate, This company has no activity. It was opened but it is not used at all, has not been used at all, and may may/not be used in the future. It was opened for estate planning and real estate purposes but plans changed, Proprietor / owner, I am owner of this LLC .We are not currently using this LLC, we are doing estate planning and may may/not use LLC for estate planning related to our real estate. To clarify questions below: I make choices for the LLC but this entity does not have compensation, compensation committee or directors, Yes, as member of the committee, START DATE-10/27/2021.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-09

Other Names

• Michele Ferreira Litwinski
• Michele Ferreira Litwinski