Michael C Cousins

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

• 05/2019 → 09/2019
  Westfield Bank
  Westfield, MA
• 02/2024 → 10/2024
  The Bulfinch Group
  Needham, MA
• 09/2022 → 05/2023
  Tombs
  Georgetown, DC
• 11/2024 → Present
  Ubs
  Charlotte, NC
• 01/2015 → 05/2019
  Suffield Academy
  Westfield, MA
• 01/2015 → 06/2023
  Georgetown University
  3700 O St Nw, DC
• 06/2023 → 12/2023
  Florida Financial Advisors
  Tampa, FL
• 05/2019 → 05/2023
  Georgetown University
  Washington Dc, DC

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-26
• S65 Uniform Investment Adviser Law Examination
  2023-08-07

Other Names

• Michael Carter Cousins
• Michael Cousins