Hugh Arthur Hamlin

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

• 02/2009 → Present
  Ubs Financial Services Inc
  Rochester, NY

Previous Registrations

• 2007-04-02 → 2009-02-24
  Morgan Stanley & Co. Llc
  Rochester, NY
• 2002-12-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rochester, NY
  Rochester, NY

Other Businesses

1) Landmark Society of Western New York / 133 South Fitzhugh Street New York, Rochester 14608 / Charity/ Charity / Chair an 8 person investment committee / Advisor or advisory group member if advice given may influence an officer/board / I chair the investment committee oversees an endowment and utilizes a strict Board approved investment policy. / Start Date 1/2/2007 /// 2) Landmark Society of Western New York / 133 South Fitzhugh Rochester, New York 14608 / Charity/ Charity / Member of Finance Committee / Advisor or advisory group member if advice given may influence an officer/board / Review finances of the organization / Start Date 4/2/2018 /

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-06
• S63 Uniform Securities Agent State Law Examination
  1983-02-04