Kristi Mikula

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

• 07/2024 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 09/2023 → 06/2024
  Molly Pitcher Inn
  Red Bank, NJ
• 05/2022 → 07/2022
  Ubs Financial Services, Inc
  Red Bank, NJ
• 06/2021 → 08/2021
  Carmona Pool Services
  Lincroft, NJ
• 09/2020 → 11/2020
  Fairfield Parks And Recreation
  Fairfield, CT
• 09/2019 → 05/2024
  Fairfield University
  Fairfield, CT
• 09/2015 → 06/2019
  Colts Neck High School
  Colts Neck, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-07

Other Names

• Kristi Mary Mikula