Kevin Patrick Ducie

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
  Hyannis, MA

Other Businesses

Flower Angels USA / 851 Route 28 #3 South Yarmouth,MA 02664 / Other/ Other Charitable / Recycling and Delivering Flowers / Member of Board of directors / / Board of Director Member Responsibilities / Start Date 07/10/2017/ Charitable / Cape Kid Meals / PO Box 36ForestdaleMassachusetts02644 / Provide meals to food insecure children on Cape Cod / Member of a committee representing the interests of any third party / Member of the Investment Subcommittee (under Finance Committee) for the organization / Start Date: 3/15/2022

Exams

• S66 Uniform Combined State Law Examination
  2013-10-11

Other Names

• Kevin Patrick Ducie
• Kevin Patrick Patrick Ducie