Shinda Bickham

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

• 09/2020 → 04/2021
  Build Asset Management
  Seattle, WA
• 07/2019 → 07/2020
  Aura Financial Llc
  San Francisco, CA
• 06/2008 → 11/2018
  Blackrock
  San Francisco, CA
• 12/2018 → 07/2019
  Unemployed
  San Francisco, CA
• 07/2021 → Present
  Ubs Financial Services, Inc.
  San Francisco, WA

Previous Registrations

• 2020-11-23 → 2021-03-01
  Build Asset Management
  Seattle, WA
  Jefferson City, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-10-18
• S65 Uniform Investment Adviser Law Examination
  2020-11-23

Other Names

• Shinda C Bickham