Dylan Suttner

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

• 08/2023 → Present
  Ubs
  Westlake Village, CA
• 09/2020 → 07/2023
  University Of Oregon
  Eugene, OR
• 02/2022 → 04/2022
  Bartalotti's
  Eugene, OR
• 08/2017 → 06/2020
  Westlake High School
  Westlake Village, CA
• 09/2014 → 06/2017
  Colina Middle School
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12

Other Names

• Dylan Davis Suttner