Daniel Joseph Kilmurray

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

• 11/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

LAFAYETTE COLLEGE / QUAD DRIVE EASTON,PA 18042 / OTHER/ EDUCATION / ENDOWMENT COMMITTEE / ADVISOR OR MEMBER OF AN ADVISORY COMMITTEE, IF THE ADVICE GIVEN WILL OR MAY INFLUENCE THE BOARD OR OTHER SENIOR MANAGEMENT OR SUPERVISORY BOARD OF THE ORGANIZATION IN QUESTION / / DISCUSSION OF INVESTMENT IN THE COLLEGE ENDOWMENT AND OUTSIDE INVESTMENT MANAGER REVIEWS / START DATE 07/15/2013 2)OLD ARK LLC / 74 CEDAR CLIFF RD. RIVERSIDE,CT 06878 / COMPANY/ OTHER LLC FORMED TO OWN RENTAL REAL ESTATE / REAL ESTATE OWNERSHIP AND RENTAL / OWNER / START DATE 1/7/2015 3) Yola Mezcal LLC / 2236 Micheltorena St. Los Angeles, California 90039 / United States / Company/ Food, Beverages & Tobacco / Distribution and sale of Alcoholic Beverage / Other / Advisory Board / Informal advisory work with management / Start Date 10/15/2019 /

Exams

• S66 Uniform Combined State Law Examination
  2004-06-11
• S63 Uniform Securities Agent State Law Examination
  1982-10-29