Margaret Beal Rabito

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

• 11/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

1) Town of Greenburgh Conservation Advisory Council / Greenburgh United States,New York / No/ Greenburgh Town Board Advisory / No / Advisor or member of an advisory committee, if the advice given will or may influence an officer or board of a governmental entity / / advise town board on conservation matters of the town / Start Date 5/1/15 2) NAME OF OTHER BUSINESS: 165 Whitehall LLC / INVESTMENT RELATED?: No / ADDRESS: 165 Whitehall LLC, Mystic, CT/ NATURE OF THE BUSINESS: Real Estate/ POSITION: Partner/ DUTIES: Own shares in summer house LLC, Holding company for vacation home / START DATE: 09/30/2021 / HOURS DEVOTED TO BUSINESS: NA 3) The Joy of Giving Something Inc. / Date began: 5/3/2021/ 5173 Skyline Drive Syracuse NY 13215 / Member of the Board of Directors (unpaid) / Member of the Investment Committee with shared oversight of $27 MM Endowment managed by and held at Northern Trust. / JGS is an operating not for profit that supports photographic arts and arts education primarily in the NY Metro area. / Approximately 50 hours per year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-13
• S63 Uniform Securities Agent State Law Examination
  1984-05-30

Other Names

• Margaret E Beal
• Margaret Elizabeth Beal