Beau Harrison Rathjen

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

• 02/2017 → Present
  Ubs Financial Services
  Houston, TX
• 08/2012 → 12/2016
  Rice University
  Houston, TX

Other Businesses

H H R Irrevocable Trust,United States,GreenwichConnecticut,Trust,Other,This is a trust for my nieceInvestments,OtherSuccessor TrusteeNone until Trustee passes.0NoNoNoNo10/20/2025

Exams

• S66 Uniform Combined State Law Examination
  2017-09-01