Allison Hart

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

• 01/2026 → Present
  Ubs Financial Services, Inc
  San Francisco, CA
• 09/2023 → 12/2025
  Genstar Capital
  San Francisco, CA
• 07/2022 → 04/2023
  Capgemini Invent
  San Francisco, CA
• 01/2020 → 05/2022
  University Of Southern California
  Los Angeles, CA
• 09/2018 → 05/2019
  Boston University
  Boston, MA
• 07/2019 → 12/2019
  Osawa Shabu Shabu & Sushi
  Pasadena, CA
• 06/2019 → 07/2019
  Ubs Financial Services
  Pasadena, CA
• 07/2020 → 08/2020
  Ubs Financial Services
  Pasadena, CA
• 06/2024 → Present
  Corepower Yoga
  San Francisco, CA
• 08/2014 → 06/2018
  Arcadia High School
  Arcadia, CA
• 05/2018 → 12/2019
  United Spirit Association
  Los Angeles, CA
• 06/2021 → 08/2021
  Techtronic Industries
  Alhambra, CA
• 04/2023 → 09/2023
  N/A
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31

Other Names

• Allison Lin Hart