Philip Reid Kruger

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

• 06/2014 → 08/2023
  Alliancebernstein
  Houston, TX
• 08/2023 → Present
  Ubs Financial Services Inc
  Dallas, TX

Previous Registrations

• 2018-06-20 → 2023-09-01
  Alliancebernstein L.P.
  Houston, TX

Other Businesses

Ellis County Fresh Water Supply District No. 1; Not investment Related; Board of Supervisors; Oversee the operation of Ellis County District. The District hires a variety of consultants who do the due diligence and homework on everything that is voted on/approved. They will make recommendations to the Board and report on their respective areas of responsibility in the District and ask for the Board's approval. Some regularly discussed items at these meetings include engineering reports on new construction projects within the district, status updates on bond issuances, development projects going on in the district, utility and billing matters, as well as other administrative matters. 2) Name of Organization: Johnson County Fresh Water Supply District No. 2./ Address: 10210 N Central Expressway, Suite 300 Dallas United States TX./ Investment Related: No./ Nature: Approve residential development activities./ Role: Member of Board of directors./ Duty: Approve residential development activities./ Start Date: 7/1/2022./ Time Required: Yes.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18
• S63 Uniform Securities Agent State Law Examination
  2013-10-25