Alex Samuel Gilman

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

• 05/2018 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2017 → 05/2018
  Eat Club
  Redwood City, CA
• 08/2015 → 07/2017
  Yelp Inc
  San Francisco, CA
• 06/2018 → 09/2020
  Bank Of America, N.A.
  San Francisco, CA
• 09/2020 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2018-07-26 → 2020-09-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) For profit or not for profit: For Profit Name of outside business organization: WONGA REAL ESTATE HOLDINGS LLC Investment related: Yes Address of business: 1530 Palisade Ave Fort Lee NJ 07024 Nature of business: Real Estate Investment Compensation for Activity (Yes No only): Yes (as a return on investment) Position, title, association Limited Partner Start date of relationship: 6-30-17 Number of hours devoted: 1 Number of hours devoted 2) Wonga Real Estate Holdings LLC/1530 PALISADE AVE APT 19C/ FORT LEE NJ 07024/ United States / Partnership / Real Estate / THIS IS AN FAMILY LLC THAT INVESTS PASSIVELY IN REAL ESTATE DEALS/ REVIEW NEW INVESTMENT OPPORTUNITIES AND MONITOR CURRENT PERFORMANCE FROM QUARTERLY REPORTS WE ARE PROVIDED / Partner / Investment in company?: Yes, 50%/ Authority to make investment decisions?: Yes/ Start Date 1/1/2016

Exams

• S66 Uniform Combined State Law Examination
  2018-07-25

Other Names

• Alex S Gilman
• Alex Gilman