Matthew Mcnerney

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

• 10/2023 → Present
  Ubs Financial Services
  Chicago, WI
• 10/2019 → 10/2023
  Door Dash
  New Berlin, WI
• 05/2022 → 08/2023
  Ubs Financial Services
  Madison, WI
• 05/2021 → 05/2022
  Noodles And Company
  Madison, WI
• 05/2020 → 08/2020
  Westmoor Country Club
  Brookfield, WI
• 01/2017 → 07/2019
  American Bolt Corp
  New Berlin, WI
• 08/2016 → 01/2017
  Papa Johns
  New Berlin, WI
• 09/2019 → 05/2023
  University Of Wisconsin - Madison
  Madison, WI
• 09/2013 → 06/2019
  New Berlin Eisenhower Middle/High School
  New Berlin, WI

Exams

• S66 Uniform Combined State Law Examination
  2024-03-28