Bryan W Schoff

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

• 12/2014 → Present
  Ubs
  Rochester, NY

Previous Registrations

• 2013-11-25 → 2014-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY

Other Businesses

RBS Family Properties, LLC / 38 Cambric Circle Pittsford,NY 14534 / Other/ Real Estate / rental property / Member of a committee with management or supervisory functions / / service financial account, rental agreements, rent collection / Start Date 11/11/2016/ Limited Liability Company /

Exams

• S66 Uniform Combined State Law Examination
  2013-11-21

Other Names

• Bryan William Schoff