Craig Edward Blum

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

• 08/2014 → Present
  Ubs Financial Services Inc.
  Northfield, NJ

Previous Registrations

• 2008-01-01 → 2014-08-19
  Wells Fargo Clearing Services, Llc
  Cape May Court House, NJ
  Northfield, NJ
  Linwood, NJ
• 2003-10-14 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Cape May Court House, NJ
  Cape May Court House, NJ
  St. Louis, MO

Other Businesses

CHERI BLUM STUDIOS / 525 BUDDS LANDING ROAD WARWICK,MD 21912 / SECRETARY/ THIS IS A FAMILY OWNED BUSINESS WITH MY BROTHERS AND MY MOTHER START DATE 1/1/2003 2)CB2, LLC / 7 JACK SLOAN COURT NORTHFIELD,NJ 08225 / REAL ESTATE / OWNER / START DATE 9/12/2014

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Designations

• Certified Financial Planner