Allison Williams

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

• 08/2016 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2024 → Present
  Ubs
  Dallas, TX

Previous Registrations

• 2016-08-19 → 2024-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2009-06-01 → 2016-08-26
  Morgan Stanley
  Dallas, TX
• 2009-02-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Dallas, TX
• 2003-11-18 → 2009-03-17
  Ubs Financial Services Inc.
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-11-17

Other Names

• Allison Janel Hunsaker
• Allison Janel Williams