Luke Robert Holbritter

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

• 06/2021 → 05/2022
  Massmutual Tri State
  Paramus, NJ
• 06/2021 → 08/2021
  Nexgen Financial Group
  Iselin, NJ
• 08/2018 → 05/2022
  Stillman School Of Business At Seton Hall University
  South Orange, NJ
• 09/2014 → 05/2018
  Saint Joseph Regional High School
  Montvale, NJ
• 09/2016 → 09/2019
  Bowtie Cinemas
  Wayne, NJ
• 09/2019 → 04/2020
  Wayne Movietown
  Wayne, NJ
• 08/2022 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 10/2021 → Present
  Maggie Town Tavern
  Wayne, NJ

Other Businesses

NAME OF OTHER BUSINESS: Maggie's Town Tavern / INVESTMENT RELATED?: No / ADDRESS: 1082 Hamburg Turnpike, Wayne, NJ/ NATURE OF THE BUSINESS: Food & Beverage / POSITION: Server / DUTIES: Service / START DATE: 10-19-2021 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-17