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Chelsea Rose Soderholm Revethis

Ubs Financial Services Inc.

Chicago, IL

Grange, IL

CRD 6826492

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-10-05
  • IL RA
    APPROVED
    Since 2021-10-05

Branch Locations

One North Wacker Drive Ste 3300, Chicago, IL 60606 • United States

Grange, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bernstein Private Wealth Management Chicago IL 06/2017 07/2019
Cortland Capital Market Services Chicago IL 07/2016 06/2017
Northwestern University Evanston IL 08/2015 07/2016
Bernstein Private Wealth Management Chicago IL 06/2021 08/2021
Ubs Financial Services Inc. Chicago IL 08/2021 Present
Bernstein Private Wealth Management Chicago IL 07/2019 06/2021
  • 06/2017 → 07/2019
    Bernstein Private Wealth Management
    Chicago, IL
  • 07/2016 → 06/2017
    Cortland Capital Market Services
    Chicago, IL
  • 08/2015 → 07/2016
    Northwestern University
    Evanston, IL
  • 06/2021 → 08/2021
    Bernstein Private Wealth Management
    Chicago, IL
  • 08/2021 → Present
    Ubs Financial Services Inc.
    Chicago, IL
  • 07/2019 → 06/2021
    Bernstein Private Wealth Management
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-05
S63 Uniform Securities Agent State Law Examination 2018-01-29
  • S66 Uniform Combined State Law Examination
    2021-10-05
  • S63 Uniform Securities Agent State Law Examination
    2018-01-29
Other Names
  • Chelsea Rose Soderholm

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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