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Madison Christian Schroeder

Ubs Financial Services Inc.

Atlanta, GA

CRD 7581611

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-08
  • GA RA
    APPROVED
    Since 2025-07-08

Branch Locations

3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services, Inc Atlanta GA 12/2024 Present
University Of Georgia Athens GA 08/2019 05/2023
The Lovett School Atlanta GA 08/2011 05/2019
The University Of Georgia Athens GA 08/2023 05/2024
Unemployed Atlanta GA 05/2024 10/2024
  • 12/2024 → Present
    Ubs Financial Services, Inc
    Atlanta, GA
  • 08/2019 → 05/2023
    University Of Georgia
    Athens, GA
  • 08/2011 → 05/2019
    The Lovett School
    Atlanta, GA
  • 08/2023 → 05/2024
    The University Of Georgia
    Athens, GA
  • 05/2024 → 10/2024
    Unemployed
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07

View on SEC IAPD

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