Noah Rosseau

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

• 09/2012 → 09/2016
  Saint Mary's Highschool
  Annapolis, MD
• 05/2014 → 09/2017
  Family Fishing Adventures
  Annapolis, MD
• 09/2016 → 05/2020
  University Of South Carolina
  Columbia, SC
• 05/2019 → 08/2019
  The Baltimore Ravens
  Baltimore, MD
• 05/2020 → 09/2020
  Unemployed
  Annapolis, MD
• 10/2020 → 11/2020
  Equitable Advisors
  Columbia, MD
• 12/2020 → Present
  Ubs Financial Services
  Bethesda, MD

Other Businesses

Porky Flay LLC / 1700 Kalorama RD NWWashingtonDC20009 / Owning real estate / Real Estate / Sole member of LLC owning real estate / Proprietor / owner / 5/25/2022

Exams

• S66 Uniform Combined State Law Examination
  2021-04-19