William Robert Aigner

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

• 03/2024 → Present
  Ubs Financial Services
  Houston, TX
• 09/2023 → 03/2024
  Unemployed
  Houston, TX
• 07/2019 → 07/2020
  Schlumberger
  Houston, TX
• 07/2020 → 07/2021
  Schlumberger
  Los Angeles, CA
• 07/2021 → 09/2023
  Schlumberger
  Houston, TX
• 12/2018 → 07/2019
  Unemployed
  Houston, TX
• 06/2017 → 08/2017
  Baker Hughes
  Houston, TX
• 08/2014 → 12/2018
  College Student
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24

Other Names

• Will Aigner