Brant Pai Roun

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

• 03/2022 → 12/2022
  University Of Delaware Conference Services
  Newark, DE
• 06/2022 → 08/2022
  University Of Delaware Ise Lab Operations And Maintenance
  Newark, DE
• 04/2022 → 07/2022
  University Of Delaware School Of Music
  Newark, DE
• 01/2021 → 02/2022
  Newark Natural Foods Coop
  Newark, DE
• 12/2019 → 08/2020
  Honeygrow
  Newark, DE
• 05/2019 → 07/2019
  Stop & Shop
  Monroe Township, NJ
• 11/2018 → 12/2018
  Macy's
  East Brunswick, NJ
• 09/2015 → 06/2019
  Monroe Township High School
  Monroe Township, NJ
• 08/2019 → 01/2023
  University Of Delaware
  Newark, DE
• 01/2023 → 08/2025
  Fidelity Investments
  Princeton, NJ
• 08/2025 → Present
  Ubs Financial Services, Inc
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24
• S63 Uniform Securities Agent State Law Examination
  2023-05-26

Other Names

• Brant Pai Roun
• Brant Roun