Patrick Joseph Coyle

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

• 09/1987 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → 05/2022
  Bank Of America,Na
  Chicago, IL
• 05/2022 → Present
  Ubs Financial Services Inc
  Chicago, IL

Previous Registrations

• 1989-06-16 → 2022-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Dallas, TX

Other Businesses

I*115440 For profit or not for profit: For-Profit Organization Name of outside business organization: LLC Investment related: N Address of business:, Snowmass Village, Colorado 81615 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/29/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a second home that we are renting from time to tome to help reduce carrying cost NAME OF OTHER BUSINESS: Scheyer Family Ivestment Trust/ INVESTMENT RELATED?:N / ADDRESS: 181 Hawthorne AveGlencoeillinois/ NATURE OF THE BUSINESS: Trust / POSITION: Co -Trustee / DUTIES:I am the Co-Trustee with my sister-in-law. My role is really there as more of a successor in the event the family is unable to manage their affairs./ START DATE:3/1/2021 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-08
• S63 Uniform Securities Agent State Law Examination
  1986-04-15

Other Names

• Pat Coyle