Mason Douglas Boudreaux

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

• 05/2020 → 05/2021
  Voloridge Investment Management
  Jupiter, FL
• 05/2021 → 07/2022
  Stedman-Fleury C.P.A.
  Palm Beach Gardens, FL
• 08/2022 → 07/2023
  First Republic Bank
  Palm Beach, FL
• 07/2023 → 06/2024
  Jp Morgan & Chase
  Palm Beach, FL
• 06/2024 → Present
  Ubs Financial Services, Inc
  Palm Beach Gardens, FL
• 08/2014 → 05/2017
  High School
  West Palm Beach, FL
• 08/2017 → 05/2021
  Palm Beach Atlantic University
  West Palm Beach, FL
• 05/2017 → 08/2017
  North American Mission Board
  Alpharetta, GA
• 09/2017 → 05/2019
  The Breakers
  Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27

Other Names

• Mason Boudreaux