Nicole Sebastian

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

• 09/2014 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

I SERVE AS STRATEGIC ADVISOR TO NYU STERN BOARD FELLOWS PROGRAM. THIS IS NOT INVESTMENT-RELATED AND I TEACH STUDENTS ABOUT NON-PROFIT LEADERSHIP AND GOVERNANCE. THIS HAPPENS AT NYU STERN AT 44 WEST 4TH STREET, NY NY 10012. I'VE BEEN AFFILIATED WITH NYU SINCE 2011 AND TAKE 6 VACATION DAYS PER YEAR TO TEACH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-31

Other Names

• Nicole Tamar Sebastian