Ari Moshe Benchimol

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

• 10/2017 → 02/2021
  Israel Discount Bank Of New York
  Beverly Hills, CA
• 04/2015 → 02/2021
  Israel Discount Bank Of New York
  Beverly Hills, CA
• 10/2017 → 02/2021
  Idb Capital Corp.
  Beverly Hills, CA
• 02/2021 → Present
  Ubs Financial Services
  Beverly Hills, CA

Other Businesses

1)Ari Moshe Benchimol,Los AngelesCAUnited States,Notary services,Services (Business, Professional, Support),Notary services,Notary services, Start date -3/30/2026

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05

Other Names

• Ari Moshe Bencimol