Brittany Stephens Steitz

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

• 06/2013 → 03/2017
  Salient Partners, L.P.
  Houston, TX
• 01/2014 → 03/2017
  Salient Capital, L.P.
  Houston, TX
• 06/2013 → 03/2017
  Salient Capital Advisors, Llc
  Houston, TX
• 04/2017 → 09/2019
  Sanders Morris Harris Llc
  Houston, TX
• 04/2017 → 09/2019
  Tectonic Advisors Llc
  Plano, TX
• 09/2019 → Present
  Ubs Financial Services Inc
  Houston United, TX

Previous Registrations

• 2017-04-07 → 2019-01-16
  Tectonic Advisors Llc
  Houston, TX
  Frisco, TX
• 2014-08-04 → 2017-04-03
  Salient Capital Advisors, Llc
  Houston, TX

Other Businesses

The Rare Life Podcast / 4209 W. Cedars Edge Ct.RivertonUtah84096 / Podcast about families with rare genetic conditions / Education / Assist the podcast in gathering sponsorship dollars to support the creation of content / Advisor or advisory group member if advice given may influence an officer/board / 5/2/2022 B S S Trust of 2026,A trust created by my parents to hold liquid and illiquid investments,TexasUnited StatesTrustee fiduciary duties, start date3/5/2026

Exams

• S66 Uniform Combined State Law Examination
  2014-08-04

Other Names

• Brittany Nicole Stephens