Brendan P Black

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

• 07/2019 → 02/2020
  Morgan Stanley Smith Barney Llc
  Lawrenceville, NJ
• 06/2015 → 06/2019
  Blue Star Lacrosse
  Princeton, NJ
• 03/2020 → 02/2023
  Morgan Stanley
  Lawrenceville, NJ
• 09/2020 → 02/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2023 → Present
  Ubs Financial Services Inc
  Princeton, NJ

Previous Registrations

• 2020-05-29 → 2023-03-08
  Morgan Stanley
  Lawrenceville, NJ

Other Businesses

1. M. V. W. Jr Revocable Trust, , Princeton New Jersey United States-08540, Successor Trustee if MV is unable to perform his role, START DATE-5/15/2024.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-29

Other Names

• Brendan Peter Black
• Brendan Black
• Brendan P Black