William Cole Anderson

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

• 07/2017 → 10/2019
  Ubs Financial Services Inc.
  Bellevue, WA
• 05/2016 → 07/2017
  Pitchbook Data
  Seattle, WA
• 10/2019 → 05/2021
  Parcion Private Wealth Management
  Bellevue, WA
• 05/2021 → 08/2023
  Northwest Capital Management
  Portland, OR
• 08/2023 → Present
  Ubs
  San Francisco, CA

Previous Registrations

• 2020-05-11 → 2021-05-06
  Parcion Private Wealth Llc
  Bellevue, WA
• 2017-11-06 → 2019-11-06
  Ubs Financial Services Inc.
  Bellevue, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-15
• S66 Uniform Combined State Law Examination
  2017-11-06

Designations

• Chartered Financial Analyst

Other Names

• Cole Anderson