Matthew Salomonsen

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

• 06/2014 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2014 → 10/2017
  Bank Of America, N.A.
  Pennington, NJ
• 10/2017 → 06/2018
  Jp Morgan Securities Llc
  Shrewsbury, NJ
• 10/2017 → 06/2018
  Jp Morgan Chase Bank
  Shrewsbury, NJ
• 06/2018 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 07/2018 → 02/2022
  Bank Of America, N.A.
  Pennington, NJ
• 02/2022 → 08/2023
  Morgan Stanley
  Jersey City, NJ
• 03/2022 → 08/2023
  E*Trade Securities, Llc
  Jercey City, NJ
• 09/2024 → Present
  Ubs Financial Services Inc
  Weehawken, NJ
• 09/2023 → 08/2024
  Unemployed
  Highlands, NJ

Previous Registrations

• 2022-03-21 → 2023-08-23
  Morgan Stanley
  Jersey City, NJ
• 2018-07-05 → 2022-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ
• 2017-11-13 → 2018-07-06
  J.P. Morgan Securities Llc
  Shrewsbury, NJ
• 2014-09-22 → 2017-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-09-20

Other Names

• Matthew J Salomonsen
• Matthew John Salomonsen
• Matthew Solomonsen
• Matthew Salomonsen