Mason Quinn Mosley

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

• 08/2024 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2023 → 08/2023
  Ubs Securities Llc
  Weehawken, NJ
• 06/2022 → 08/2022
  Morgan Stanley
  Marlton, NJ
• 06/2021 → 08/2021
  Esporta Fitness
  Mantua, NJ
• 06/2021 → 08/2021
  Mullica Hill Friends School
  Mullica Hill, NJ
• 09/2016 → 06/2017
  Westtown School
  Westchester, PA
• 08/2020 → 05/2021
  Elon University
  Elon, NC
• 08/2021 → 05/2022
  Elon University
  Elon, NC
• 08/2022 → 05/2023
  Elon University
  Elon University, NC
• 08/2023 → 05/2024
  Elon University
  Elon, NC
• 09/2017 → 06/2018
  Friends Central High School
  Wynnewood, PA
• 09/2018 → 06/2019
  Friends Central High School
  Wynnewood, PA
• 09/2019 → 06/2020
  Friends Central High School
  Wynnewood, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-30
• S63 Uniform Securities Agent State Law Examination
  2024-12-14

Other Names

• Mason Q Mosley
• Mason Quinn Mosley
• Mason Mosley