Aric Jonathan Zamel

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

• 02/2009 → Present
  Ubs Financial Services Inc
  Beverly Hills, CA

Previous Registrations

• 2007-05-29 → 2009-03-13
  Citigroup Global Markets Inc.
  Los Angeles, CA
  Los Angeles, CA
• 2002-06-04 → 2007-05-29
  Citicorp Investment Services
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1)MD REALTY, INC.; 236 El Camino Dr, Beverly Hills, CA 90212; Real Estate Brokerage; Other; I don't have a role in this business; 1/1/2005; Business hours per month: No // 2)TRG VIII LLC; 1801 Ave. of the Stars, Ste 240, Los Angeles, CA 90067; Own and operate real estate; Partner; Providing capital, monitoring; 3/1/2013; Business hours per month: No // 3)TRG II, LLC; 723 N. Gramercy Pl, Los Angeles, CA 90038; Real Estate; Partner; Monitor Cash Flow; 2/26/2010; Business hours per month: No // 4)TRG I, LLC; 449 S. Beverly Dr, Ste 101, Beverly Hills, CA 90212; Real Estate; Partner; Monitor Cash Flow; 10/2/2009; Business hours per month: No // 5) YOUNG ISRAEL CENTURY CITY; 9317 W. Pico Blvd, Los Angeles, CA 90035; Synagogue; Other; Treasurer; Monitor financial position of organization; 6/10/2013; Business hours per month: No // 6) TRG XV, LLC; 1801 Ave. of the Stars, Ste 240, Los Angeles, CA 90067; Real Estate; Partner; 2/15/2013; Business hours per month: No 7)C.L. Family Revocable Trust Dtd 7/27/21/ investment related?:yes / Libby, MT 59923/ Successor Trustee of Trust, Start date- 11/8/2021 8)NAME OF OTHER BUSINESS: Zamel Properties, LLC / INVESTMENT RELATED?:Y/ ADDRESS:9532 Cresta Dr.LA,/ NATURE OF THE BUSINESS: Real Estate / POSITION: Owner / DUTIES: Oversee real estate holdings / START DATE: 8/23/2006/ HOURS DEVOTED TO BUSINESS: NA 9) 9532 Cresta Dr. Los AngelesCA United States, Rental of single family residence, Real Estate, Residential real estate lease, Proprietor / owner, I will be leasing this home to another family, start date-3/10/2025, Investment related-Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-30
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Designations

• Certified Financial Planner