Tess Olivia Segal

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

• 02/2016 → Present
  Ubs Asset Management
  New York, NY

Previous Registrations

• 2017-10-11 → 2020-04-17
  Ubs Asset Management (Americas) Llc
  New York, NY
• 2015-06-08 → 2016-06-06
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

Logan Building Condominium Association; Skaneateles, New York 13152; Association (e.g. Trade or Industry, Sport); Real Estate; Self govern the condo building, rent out my unit within the building's guidelines; Proprietor / owner; I am an owner and president of the board, it is only 6 units and it is self governed. Will be renting out my owned unit.; Start date: 6/1/2022

Exams

• S66 Uniform Combined State Law Examination
  2015-06-05