Cross Binette

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

• 06/2018 → 08/2018
  Patterson Recreation Center
  Patterson, NY
• 05/2018 → 08/2019
  Tacos And Cones
  Pawling, NY
• 05/2017 → 07/2023
  Universal Network Development Corp
  Brewster, NY
• 09/2021 → 11/2021
  Town Of Pawling
  Pawling, NY
• 02/2021 → 11/2022
  National Life Group
  White Plains, NY
• 08/2017 → 05/2021
  Iona College
  New Rochelle, NY
• 09/2009 → 06/2017
  Pawling Middle / High School
  Pawling, NY
• 02/2022 → 10/2022
  Equity Services Inc
  Montpelier, VT
• 07/2021 → 07/2023
  Yedei Chesed Inc
  Chestnut Ridge, NY
• 10/2021 → 03/2022
  Old Drovers Inn
  Dover Plains, NY
• 07/2023 → 06/2025
  Newedge Securities Inc
  Pittsburgh, PA
• 07/2023 → 06/2025
  Newedge Wealth
  Stamford, CT
• 06/2025 → Present
  Ubs Financial Services Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-04
• S63 Uniform Securities Agent State Law Examination
  2022-03-25