Geoffrey Charles Dennehy

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

• 04/2012 → Present
  Ubs
  New York, NY

Previous Registrations

• 2010-05-26 → 2012-03-27
  Morgan Stanley
  New York, NY
• 2007-04-02 → 2010-04-28
  Morgan Stanley & Co. Llc
  Purchase, NY
  New York, NY
• 2006-04-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Purchase, NY
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-14
• S63 Uniform Securities Agent State Law Examination
  2005-02-11

Other Names

• Geoffrey Charles Dennehy
• Geoffrey Dennehy