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William H Holcombe

Ubs Financial Services Inc.

College Station, TX

CRD 7557420

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-28
  • TX RA
    APPROVED
    Since 2025-07-28

Branch Locations

175 Century Square Drive Suite 300, College Station, TX 77840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley College Station TX 05/2022 07/2025
Brazos Christian School Brya TX 09/2013 05/2020
Texas A&M University College Station TX 08/2020 05/2024
Morgan Stanley Private Bank, N.A New York NY 11/2024 07/2025
Ubs Financial Services Inc. College Station TX 07/2025 Present
  • 05/2022 → 07/2025
    College Station, TX
  • 09/2013 → 05/2020
    Brazos Christian School
    Brya, TX
  • 08/2020 → 05/2024
    Texas A&M University
    College Station, TX
  • 11/2024 → 07/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2025 → Present
    College Station, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-08
  • S66 Uniform Combined State Law Examination
    2024-10-08
Other Names
  • William Hudson Holcombe
  • Hudson Holcombe
  • William Hudson Pierce Holcombe

View on SEC IAPD

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