Zachary Martin

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

• 11/2019 → 05/2023
  State College Area School District
  State College, PA
• 07/2020 → 09/2020
  United States Census Bureau
  State College, PA
• 06/2020 → 08/2020
  Koch Funeral Home
  State College, PA
• 08/2017 → 08/2022
  Highland Holding Group
  State College, PA
• 05/2021 → 08/2021
  Campbell Soup Company
  Camden, NJ
• 06/2022 → 08/2022
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 08/2007 → 06/2019
  State College Area School District
  State College, PA
• 06/2019 → 05/2023
  The Pennsylvania State University
  University Park, PA
• 08/2023 → Present
  Ubs Financial Services, Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22

Other Names

• Zachary Robert Martin