Carter Joseph Chambers

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

• 06/2020 → 08/2022
  East Lyme Parks And Recreation Department
  East Lyme, CT
• 05/2023 → 08/2024
  Ubs Financial Services, Inc.
  New London, CT
• 06/2025 → Present
  Ubs Financial Services, Inc.
  New London, CT
• 08/2017 → 06/2021
  East Lyme High School
  East Lyme, CT
• 08/2021 → 05/2025
  Hamilton College
  Clinton, NY
• 08/2013 → 06/2017
  East Lyme Middle School
  East Lyme, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-04-10