Catherine Sarah Reszel

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

• 06/2021 → 07/2021
  Hoopschool
  Fort Myers, FL
• 06/2022 → 07/2022
  Hoopschool
  Fort Myers, FL
• 06/2023 → 12/2023
  Ubs Financial Services
  Naples, FL
• 01/2024 → Present
  Ubs Financial Services
  Naples, FL
• 08/2016 → 06/2020
  Bishop Verot Catholic High School
  Fort Myers, FL
• 08/2020 → 12/2023
  Ave Maria University
  Ave Maria, FL

Other Businesses

1. Brick By Brick Holdings, LLC, Fort MyersFL United States-33913, Limited Liability Company, Real Estate, The LLC was created to place my parents house for estate planning purposes, Officer, Start date-4/2/2020.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-28

Other Names

• Catie Sarah Reszel