Ryan Michael Brennan

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

• 06/2018 → 08/2021
  Waccabuc Country Club
  Waccabuc, NY
• 10/2021 → 12/2024
  Pedigree Ski Shop
  Bedford Hills, NY
• 11/2022 → 08/2023
  Elev8 Athletic Facilities
  Bedford Hills, NY
• 03/2023 → 05/2025
  Five Points Saloon
  Columbia, SC
• 07/2024 → 08/2024
  Rbc Wealth Management
  Stuart, FL
• 06/2015 → 06/2018
  John Jay Middle/High School
  Katonah, NY
• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-09