Chase T Meulebrouck

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

• 08/2022 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Novi, MI
• 06/2021 → 09/2021
  Silver Spoon Ristorante
  Rochester, MI
• 06/2020 → 09/2020
  Papa Joes Gourmet Market
  Rochester, MI
• 06/2019 → 09/2019
  Upland Hills Farm
  Oxford, MI
• 06/2018 → 09/2018
  Mr. C's Car Wash
  Rochester, MI
• 12/2019 → 01/2020
  National Ladder & Scaffold Co
  Madison Heights, MI
• 08/2018 → 06/2022
  Grand Valley State University
  Allendale, MI
• 09/2014 → 06/2018
  Rochester Adams High School
  Rochester Hills, MI
• 07/2025 → Present
  Ubs Financial Services Inc.
  Birmingham, MI

Previous Registrations

• 2023-12-01 → 2025-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Novi, MI
  New York, NY
  Novi, MI
  Novi, MI
  Auburn Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30