Robert Mosberg

Current Employers

Employment History

• 01/2014 → 08/2022
  Ubs Financial Services Inc.
  New York, NY
• 08/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 12/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-10-26 → 2022-09-06
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

(1) TTEE CJP INSURANCE TRUST & TRUSTEE 2012 CJP HAMPTON TRUST & 2012 CJP UTAH TRUST & 2012 CJP IRREV TRUST, INV RELATED, OLD WESTBURY, NY, START: 2012, 1 HOUR PER MONTH/0 DURING TRADING.JRM PARTNERS, OLD WESTBURY, NY, FAMILY REAL ESTATE PARTNERSHIP,NO TIME INVOLVED, 2002. TRUST ADN ROBIN MOSSBERG TRUST, BOTH INVESTMENT REALTED, OLD WESTBURY NY, FAMILY TRUSTS, TRUSTEE, BEGAN 10/19/2012, NO TIME CURRENTLY SPENT; (2) *527770- Trust; Investment related-Yes; Old Westbury, New York; 01/1998; During business hours: 1; After business hours: 0; Business Management (3) *551332- moss partners; Investment related-No; palm beach gardens, Florida; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 1; After business hours: 0; Investment Decisions/Advice *523543 - Trust; Investment related: Yes; palm beach, Florida; Trust; Trustee/Co-Trustee; 07/2018; During business hours: 1; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17
• S63 Uniform Securities Agent State Law Examination
  1993-07-01

Other Names

• Bob Mosberg