Lori Coyne Mcdaniel

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

• 04/2012 → Present
  Ubs Financial Services Inc.
  Pt Jefferson, NY

Previous Registrations

• 2009-06-01 → 2012-04-30
  Morgan Stanley
  Hauppauge, NY
  Hauppauge, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Smithtown, NY
• 2006-09-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Smithtown, NY
  Riverhead, NY
  Riverhead, NY

Other Businesses

1) T.S. Irrovocable Trust/ investment related?: / N. Bellmore, NY 11710/ To protect home/Have the deed to the home changed to the Trust/ start date: 3/1/2021 /// 2) Rental property; Proprietor / owner; As the owner, I maintain my home and pay its expenses.; New Shoreham; Rhode Island; start date: 2012-01-08 /// 3) Rental property; Proprietor / owner; As the owner, I maintain my home and pay its expenses.; Holmes Beach, Florida; Start date: 2012-01-08

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-21
• S63 Uniform Securities Agent State Law Examination
  2001-01-17

Other Names

• Lori Ann Coyne
• Lori Ann Coyne
• Lori Coyne Mcdaniel