Emma Sun Min Poalillo

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

• 05/2021 → 05/2023
  Gilmartin Group
  New York, NY
• 11/2020 → 05/2021
  Lazar, A Finn Partners Company
  New York, NY
• 02/2016 → 10/2020
  The Ruth Group
  New York, NY
• 03/2022 → 05/2023
  Gilmartin Financial
  New York, NY
• 08/2025 → Present
  Ubs Financial Services, Inc
  Red Bank, NJ
• 06/2023 → 10/2023
  Unemployed
  Jersey City, NJ
• 11/2023 → 04/2025
  Avantax Investment Services Inc
  Wall, NJ
• 11/2023 → 04/2025
  Jack Oujo Cpa, Inc Dba Oujo Wealth Strategies
  Wall, NJ
• 05/2025 → 07/2025
  Unemployed
  Neptune City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08
• S63 Uniform Securities Agent State Law Examination
  2022-04-29

Other Names

• Emma Poalillo
• Emma Sun Min Poalillo