Matthew J Bucher

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

• 08/1983 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 12/2009 → 03/2024
  Bank Of America,Na
  Auburn Hills, MI
• 03/2024 → Present
  Ubs Financial Services Inc.
  Birmingham, MI

Previous Registrations

• 1988-07-26 → 2024-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Auburn Hills, MI
  Bloomfield Hills, MI
  Auburn Hills, MI
  Lakewood Ranch, FL

Other Businesses

Bammach LLC; South Haven, MI 49090; Sole proprietorship; Real Estate; Rental Property; Proprietor / owner; Owner of Property - paying of taxes, maintenance, up keep; start date: 3/28/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-14
• S63 Uniform Securities Agent State Law Examination
  1983-10-21

Other Names

• Matthew James Bucher