Leo Dannenbaum

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

• 09/2022 → 07/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2022 → 07/2024
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 06/2020 → 08/2020
  Santucci's Original Square Pizza
  Ventnor, NJ
• 05/2020 → 06/2020
  Best Apps, Llc
  Miami, FL
• 06/2019 → 08/2019
  Camp Cedar
  Casco, ME
• 08/2018 → 06/2022
  Indiana University At Bloomington
  Bloomington, IN
• 06/2018 → 08/2018
  Kensington Furniture
  Northfield, NJ
• 06/2017 → 08/2017
  Camp By The Sea
  Ventnor, NJ
• 09/2012 → 07/2018
  Student
  Voorhees, NJ
• 06/2021 → 08/2021
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 10/2024 → Present
  Ubs Financial Services, Inc.
  New York, NY

Previous Registrations

• 2022-11-02 → 2024-07-31
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02

Other Names

• Leo Dannenbaum
• Leo Jacob Dannenbaum