Drew Alexander Nagy

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

• 07/2022 → 05/2024
  Ubs Financial Services
  New York, NY
• 01/2021 → 08/2022
  The King's College
  New York, NY
• 06/2019 → 12/2020
  In N Out Burger
  Carlsbad, CA
• 05/2017 → 06/2018
  New Unto Others
  Glendora, CA
• 01/2014 → 08/2016
  Sandburg Middle School
  Glendora, CA
• 08/2016 → 06/2018
  Glendora High School
  Glendora, CA
• 08/2018 → 06/2020
  Carlsbad High School
  Carlsbad, CA
• 08/2024 → Present
  Ubs Financial Services Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-17