Chance Griffin Edgerly

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

• 02/2024 → Present
  Ubs Financial Services Inc.
  New York, NY
• 03/2023 → 09/2023
  Stellaris Capital Management
  New York, NY
• 08/2022 → 02/2023
  Seacoast Ticket Agency
  Portsmouth, NH
• 09/2019 → 03/2022
  River House 11900 Llc
  Potomac, MD
• 05/2019 → 08/2019
  Saic
  Reston, VA
• 08/2017 → 12/2017
  Us House Of Representatives
  Washington, DC
• 08/2016 → 12/2019
  American University
  Washington, DC
• 10/2023 → 01/2024
  Unemployed
  New York, NY
• 08/2020 → 06/2022
  Georgetown University
  Washington, DC

Other Businesses

Seacoast Ticket Agency Inc. Non Investment-Related 30 International Dr. Suite 103 Portsmouth, NH 03801 Sports and Event Ticket Agency Client Relations Business Development Consultant Start: 9/5/2022 Less than 4 Hours a Month Zero Hours During Securities Trading Hours Duties: Very Minimal Client Relationship Management

Exams

• S66 Uniform Combined State Law Examination
  2024-07-29