Tristan Paul Boyd

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

• 07/2024 → 06/2025
  W&S Brokerage
  Cincinnati, OH
• 06/2024 → 06/2025
  Western And Southern Life
  Cincinnati, OH
• 03/2024 → 06/2024
  Bankers Life And Casualty
  Cincinnati, OH
• 12/2023 → 02/2024
  Unemployed
  Cincinnati, OH
• 12/2022 → 11/2023
  Tavern Restaurant Group
  Cincinnati, OH
• 08/2022 → 05/2023
  University Of Cincinnati
  Cincinnati, OH
• 09/2021 → 11/2022
  Karrikan Distillery
  Cincinnati, OH
• 04/2020 → 08/2021
  Mayerson Group
  Cincinnati, OH
• 08/2019 → 05/2020
  University Of Cincinnati
  Cincinnati, OH
• 04/2018 → 10/2019
  Boca Restaurant Group
  Cincinnati, OH
• 10/2017 → 04/2018
  Skyline Chili
  Cincinnati, OH
• 08/2017 → 05/2019
  University Of Cincinnati- Blue Ash
  Cincinnati, OH
• 02/2016 → 06/2017
  Firehouse Grille
  Cincinnati, OH
• 07/2025 → 03/2026
  Unemployed
  Cincinnati, OH
• 04/2026 → Present
  Ubs Financial Services, Inc
  Miamisburg, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-28
• S63 Uniform Securities Agent State Law Examination
  2025-01-24

Other Names

• Tristan Boyd