Peter Southard Read

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

• 02/2022 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2019 → 02/2022
  Dune And Salt
  Bay Head, NJ
• 06/2022 → 09/2022
  Johnson & Johnson
  Franklin Township, NJ
• 07/2015 → 08/2018
  Style Rocket
  Asbury Park, NJ
• 09/2017 → 05/2021
  Fairfield University
  Fairfield, CT
• 09/2013 → 05/2017
  Christian Brothers Academy
  Lincroft, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-06-25

Other Names

• Peter Southard Read