Nicholas Augustus Pierett

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

• 02/2026 → 06/2026
  Fidelity Investments
  Covington, KY
• 08/2022 → 12/2023
  Figleaf Brewery
  Middletown, OH
• 06/2023 → 06/2024
  Springboro High School
  Springboro, OH
• 12/2023 → 01/2026
  Lebanon Presbyterian Church
  Lebanon, OH
• 08/2019 → 04/2020
  Broadway Barrel House
  Lebanon, OH
• 05/2023 → 01/2026
  Evergreen Property Services
  Lebanon, OH
• 08/2008 → 08/2019
  Lebanon City Schools
  Lebanon, OH
• 10/2021 → 03/2022
  Lebanon High School
  Lebanon, OH
• 10/2020 → 04/2021
  Lebanon High School
  Lebanon, OH
• 04/2021 → 06/2021
  American Pride Landscaping
  Centerville, OH
• 06/2025 → 08/2025
  Fidelity Investments
  Covington, KY
• 01/2022 → 08/2022
  Lifetime Fitness
  Mason, OH
• 12/2022 → 12/2023
  Miami University
  Oxford, OH
• 06/2021 → 08/2022
  Homested Pools Company
  Oregonia, OH
• 08/2021 → 01/2022
  Target
  South Lebanon, OH
• 04/2020 → 10/2020
  Hidden Valley Orchards
  Lebanon, OH
• 06/2026 → Present
  Ubs Financial Services, Inc
  Miamisburg, OH

Exams

• S66 Uniform Combined State Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2026-04-01

Other Names

• Nicholas Pierett