Sheila Freund Klehm

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

• 05/2014 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2009-06-01 → 2014-05-28
  Morgan Stanley
  New York, NY
• 2007-09-10 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

1. STONELEIGH LLC, refurbish antiques, Sole proprietorship, collector, start date-6/12/2007, New VernonNJ USA07976. 2. VILLANOVA UNIVERSITY SCHOOL OF BUSINESS; VILLANOVA, PA; TRUSTEE; APPROX 4 HOURS PER WEEK (1 DURING NORMAL BUSINESS HOURS AND 3 DURING NON-BUSINESS HOURS; BEGINNING JAN 2011 2)THE HANK KLEHM FOUNDATION / P.O. BOX 137 NEW VERNON,NJ 19087 / HEALTH CARE & PHARMACEUTICALS / DONATING FUNDS TO ORGANIZATIONS THAT SUPPORT CHILDREN UNDERGOING CANCER TREATMENT / TRUSTEE / / I SELECT THE ORGANZIATIONS TO RECEIVE FUNDING / START DATE 12/15/2004 3)NJPAC / 1 CENTER STREET NEWARK,,NJ 07102 / COMPANY/ OTHER ARTS / PERFORMANCE ART / / PROVIDE GUIDANCE TO THE ORGANIZATION IN MANY CAPACITIES / START DATE 6/15/2005 4)VILLANOVA UNIVERSITY / 800 LANCASTER AVENUE VILLANOVA,PA 19085 / EDUCATION / EDUCATING STUDENTS / TRUSTEE / / ATTEND ALL BOARD MEETINGS AND PARTICIPATE ON TWO COMMITTEES, ACADMEIC AFFAIRS AND UNIVERSITY ADVANCEMENT / START DATE 1/3/2011 / FIVE BAORD MEETINGS A YEAR 5)CHRISTINE CHAMBERS GILFILLAN 2013 TRUST / MORRISTOWN,NJ 07960 / TRUSTEE / / MEET TWICE A YEAR TO DISCUSS THE DISTRIBUTIONS FROM THE TRUST TO THE BENEFICIARY / START DATE 41577 /JHJ LLC / 1085 Morris Avenue Union,New Jersey 07083 / Company/ Other Holds Trademarks and Patents / Holds Tradmarks and Patents / Sole proprietorship / / Manager / Start Date 9/14/2016 / 6) Women Moving Millions / 19 Fulton Street #30 New York,New York 10038 / Charity/ Charity / WMM is a global philanthropic community of people committed to large-scale investment in women and girls. / Other / Member / Attend meetings / Start Date 1/14/2019 / 7) Harvard University Kenndedy School of Government Women's Leadership Board / 70 JFK Street Cambridge,Ma 02138 / Educational Establishment/ Education / Ambassador for the Women and Public Policy Program (WAPPP), a research center of Harvard's Kennedy School that specializes in gender research, teaching, training and outreach. We promote gender equality and work to improve the lives of women and girls around the world. / Other / Co-Chair of the Marketing and Committee / Assist in creating a plan to distribute the work and knowledge of the WLB beyond the Board. / Start Date 1/15/2019 / 8)NAME OF OTHER BUSINESS:Francine A. LeFrak Foundation Center For Well Being Barnard College Advisory Board / INVESTMENT RELATED?: N / ADDRESS: 3009 Broadway, New York / NATURE OF THE BUSINESS: Advisory Board Member/ POSITION:Advisor or advisory group member if advice given may influence an officer/board / DUTIES:Advisory Board -educate students, faculty, alum, community on three pillars of wellness - Mentla, Physical and Financial Wellness / START DATE: 1/1/2022/ HOURS DEVOTED TO BUSINESS: NA 9) JHJ LLC II, Trademarks and Patents, Proprietor / owner, I use this entity to hold design patents and trademarks for which I have filed, start date-3/1/2021, New Vernon New JerseyUnited States-07976.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-08
• S63 Uniform Securities Agent State Law Examination
  1998-08-19

Other Names

• Sheila Canice Freund