Sarah W Robinson

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

• 05/2020 → 06/2026
  Morgan Stanley
  Long Beach, CA
• 08/2018 → 11/2019
  New York Life Insurance Company
  Birmingham, AL
• 12/2017 → 10/2019
  Cahaba Dermatology
  Birmingham, AL
• 07/2016 → 10/2019
  Buffalo Wild Wings
  Hoover, AL
• 09/2015 → 08/2018
  University Of Alabama - Birmingham
  Birmingham, AL
• 02/2020 → 03/2020
  Eldo Bar And Grill
  Long Beach, CA
• 11/2019 → 02/2020
  Unemployed
  Long Beach, CA
• 03/2020 → 05/2020
  Unemployed
  Long Beach, CA
• 06/2026 → Present
  Ubs Financial Services Inc
  Newport Beach, CA

Previous Registrations

• 2023-12-20 → 2026-06-25
  Morgan Stanley
  Long Beach, CA
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19

Other Names

• Sarah Kathleen Webster
• Sarah K Webster
• Sarah W Robinson
• Sarah Webster Robinson