Logan Meisel Pesses

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

• 01/2014 → 02/2019
  Morgan Stanley
  Greenwood Village, CO
• 01/2000 → 02/2019
  Carnegie Companies, Llc
  Solon, OH
• 01/2015 → 02/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2019 → Present
  Ubs Financial Services Inc
  Denver, CO

Previous Registrations

• 2014-04-02 → 2019-02-04
  Morgan Stanley
  Greenwood Village, CO

Other Businesses

1. L.M.P. & C.D.P co-ttees Irrev Ins Trust P.D.P dtd 2-2-87, Irrev. Life Insur trust for my father. There will be little to no activity in this account, except to pay his life insurance premiums annually, No duties - simply listed as trustee. My father pays his own insurance premiums, manages the account, as owner, start date-3/8/2022Moreland Hills OH United States-44022.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-02