Andrew Thomas Boyle

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

• 10/2023 → Present
  Ubs Financial Services, Inc
  Charlotte, NC
• 08/2021 → 05/2023
  Unc Charlotte Baseball Program
  Charlotte, NC
• 11/2020 → 05/2022
  Unc Charlotte Student Union
  Charlotte, NC
• 08/2022 → 09/2023
  Ubs Financial Services, Inc
  Charlotte, NC
• 05/2022 → 08/2022
  Autobell
  Charlotte, NC
• 03/2020 → 11/2020
  Unc Charlotte Student Union
  Charlotte, NC
• 08/2015 → 05/2019
  Grays Creek High School
  Hope Mills, NC
• 08/2019 → 05/2023
  University Of North Carolina At Charlotte
  Charlotte, NC
• 05/2016 → 08/2019
  Woodmen Life Insurance
  Fayetteville, NC
• 11/2015 → 12/2018
  Paradise Arces
  Hope Mills, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05