Robert Phillip Snyder

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-01-04
NY	RA	APPROVED	2021-10-26

NJ RA
APPROVED

Since 2023-01-04
NY RA
APPROVED

Since 2021-10-26

Branch Locations

1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	New York	NY	01/2009	Present

01/2009 → Present

Ubs Financial Services Inc

New York, NY

Other Businesses

MOWRER FAMILY TRUST / 5 CLUBWAY LANE HARTSDALE,NY 10530 / TRUST/ START DATE 5/27/1999 gregory mowrer life insurance family trust / 321 west 78 ny,ny 10024 / Trust/ Other none / none / Trustee / / trustee / Start Date 10/31/2014 /

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-08-11
S63	Uniform Securities Agent State Law Examination	1983-04-05

S65 Uniform Investment Adviser Law Examination

1992-08-11
S63 Uniform Securities Agent State Law Examination

1983-04-05

View on SEC IAPD

Employer firm

Current Employers

Ubs Financial Services Inc.

Disclosures

Employment History

Other Businesses

Exams

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