Henry Boyce Iii

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

• 02/2013 → Present
  Ubs Financial Services Inc.
  Aventura, FL

Previous Registrations

• 2009-06-01 → 2013-03-08
  Morgan Stanley
  Aventura, FL
• 1991-07-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Aventura, FL
  Hallandale, FL
  Hallandale, FL

Other Businesses

1) BECCA'S CLOSET / 151 NORTH NOB HILL ROAD STE 280 PLANTATION,FLORIDA 33324 / OTHER/ OTHER CHARITY / FREE PROM DRESSES TO HIGH SCHOOL GIRLS / OFFICER / / VICE PRESIDENT- / START DATE 08/24/2005 /// 2) Harrison Chateau, LLC / Other / This is a single family home three doors away from my main residence. It was purchased to be able to move my mother and father-in-law into it. However, at the moment, they have to remain in their home, so we want to rent it out through Airbnb until they are able to move in. / This is a single family, 2 bedroom home that will be rented out through Airbnb. / Proprietor / owner / I will primarily be responsible for maintenance of the property and assisting my wife in the rental of the property through Airbnb.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-12
• S63 Uniform Securities Agent State Law Examination
  1984-01-13

Other Names

• Hank Boyce
• Henry Worth Boyce
• Henry Worth Boyce
• Henry Iii,Henry Boyce Iii