Megan Mcguire Disimile

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

• 06/2009 → 05/2021
  Jpmorgan Chase Bank Na
  Dallas, TX
• 09/2013 → 05/2021
  J.P. Morgan Securities Llc
  Dallas, TX
• 11/2014 → 03/2017
  214 Lacrosse (Fka Burn Lacrosse)
  Frisco, TX
• 10/2013 → 03/2020
  Highland Park Lacrosse
  Dallas, TX
• 06/2021 → Present
  Ubs Financial Services
  Dallas, TX

Other Businesses

1) Name of Business: Capital for Kids./ Address: 2807 Allen St Dallas TXUnited States 75204./ Investment Related: No./ Nature: Member of the junior Capital for Kids Board./ Role: member of the junior board./ Duty: as a junior board member we are focused on raising awareness for the organization, and visiting with grant recipients to understand how they are using prior year grants./ Start Date: 9/3/2018./ Time Required: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-30
• S63 Uniform Securities Agent State Law Examination
  2013-12-30

Other Names

• Megan Mcguire
• Megan Colleen Mcguire