Peter Alois Auer

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

• 05/2016 → 08/2022
  Hotel Lenhart
  Bemus Point, NY
• 06/2021 → 08/2021
  Chautauqua Lake Association
  Lakewood, NY
• 05/2023 → 08/2023
  Ellicottville Brewing Company
  Bemus Point, NY
• 08/2020 → 05/2024
  Saint Joseph's University
  Philadelphia, PA
• 09/2013 → 06/2020
  Bemus Point Central School District
  Bemus Point, NY
• 06/2022 → 08/2023
  Ubs Financial Services
  Jamestown, NY
• 01/2023 → 05/2023
  Ies Abroad
  Vienna
• 07/2024 → Present
  Ubs Financial Services
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-11-30