Wayne Clifford Davis

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

• 06/1985 → Present
  Ubs Financial Services Inc.
  Boston, MA

Other Businesses

1) Port Venture Associates III/ Oak Street/ Springvale/ 04083 Maiine / United States / Partnership / Real Estate / Land investment/ Essentially, none. We hold 20 acres of forest land worth probably $100,000 max./ Partner / Investment in company?: Yes, 46.78%/ Start Date 1/3/2000 2) Massachusetts Congregational Charitable Society; Organization-Charity; Nature of Business- Provide supplemental retirement income to retired UCC and UUA Ministers in Massachusetts and Maine; Role-Officer; Duty- Maintain financial reports and make necessary payments as approved by the Board; Compensation received-No. 3) Anne Glover LLC, LLC is being set up to hold the US investment assets of this individual who has dual citizenship (UK/US), Two International Place, Boston MAUnited States-02110, Financial Advisor, start date-4/1/2005. 4) Calderstone LLC, Boston Massachusetts United States-02110-4104, LLC, investment holding company for the Anne Glover 2005 Trust, Investment Holdings, Investment Advisor, Providing Investment Advisory services for this portfolio, start date-10/28/2008.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-12
• S63 Uniform Securities Agent State Law Examination
  1985-07-24

Other Names

• Wayne Cliffor Davis
• Wayne Clifford David