Edward John Emanuel

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

• 03/2008 → Present
  Ubs Financial Services Inc.
  Greenwich, CT

Other Businesses

EMANUEL - RENTAL PROPERTY IN BAY HEAD, NJ. MY SPOUSE AND I, WITH MY BROTHER-IN-LAW AND SISTER-IN-LAW, OWN A BEACH HOME IN BAY HEAD, NJ, AND RENT IT OUT, USUALLY FOR ONE MONTH IN THE SUMMER. WILL START THIS ON 3/15/2006 AND DEVOTE 2 HOURS A MONTH AND RECEIVE $10,000.00 Orchid Island Golf & Beach Resort Community Association - Finance Committee,One Orchid Island DriveOrchidFlorida,None.NoOtherA committee of my community association.OtherResidential -- running of the community clubMember of Finance Committee for Orchid Island Golf & Beach resort, to work with the general manager and comptroller of the club to review the club's finances. I will specifically NOT be involved in oversight or management of the financial assets or investments of the club.OtherMember of a committee of the local community association in which I live.Review of and recommendations on the financial status of the local community club where I live, as a resident member representative, working with the club's general manager and comptroller. It specifically does not include any review, oversight, or recommendations relating to the club's assets or investments., Start date 4/1/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-12