Melissa Ann Lewis

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

• 12/2018 → 11/2021
  Charles Schwab & Co., Inc.
  Boise, ID
• 12/2018 → 11/2021
  Charles Schwab Bank
  Boise, ID
• 06/2017 → 12/2018
  Mass Mutual Idaho
  Meridian, ID
• 05/2013 → 06/2017
  Sellin Advisor Goup
  Eagle, ID
• 12/2021 → Present
  Ubs Financial Services, Inc.
  Boise, ID

Other Businesses

1) Name of Business: Astro Fabrication, L.L.C./ Address: 3420 N. Hawthorne Dr. Boise Idaho United States./ Investment Related: No./ Nature: Automotive restoration company. My husband, Tyler Lewis, will be the sole technician for automotive restoration/servicing LLC that he started in May 2023./ Role: OtherManaging member./ Duty: Assisting with operational functions of the business, such as light bookkeeping./ Start Date: 6/1/2023./ Time Required: No.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-28
• S63 Uniform Securities Agent State Law Examination
  2019-07-08

Other Names

• Melissa A Elsberry
• Melissa A Lewis