Ryan J Shuler

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

• 05/2016 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2016 → 09/2022
  Bank Of America, N.A.
  Washington, DC
• 09/2022 → Present
  Ubs Financial Services
  Washington Dc, DC

Previous Registrations

• 2016-07-11 → 2022-09-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Chevy Chase, MD

Other Businesses

I*108024 For profit or not for profit: Non-Profit Organization Name of outside business organization: Make-A-Wish® Mid-Atlantic, Inc. Investment related: N Address of business: Bethesda, Maryland 20816 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 8/16/2017 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Make a wish grants wishes to children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. I will be on the advisory board, helping the board of directors and executives with wish granting, direction.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-27
• S63 Uniform Securities Agent State Law Examination
  2013-09-25

Other Names

• Ryan Joseph Shuler