Anthony Lewis Watson

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

• 11/2013 → Present
  Ubs Financial Services Inc
  Cincinnati, OH

Previous Registrations

• 2006-10-31 → 2007-02-09
  Keybanc Capital Markets Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

AMEX INVESTMENT CORP / 3RD STREET WILLIAMSBURG,OHIO 45176 / COMPANY/ REAL ESTATE / LAND DEVELOPMENT / MEMBER OF BOARD OF DIRECTORS / / REAL ESTATE SALE / START DATE 6/1/2013 2)HOWLETT PARTNERSHIP / 3RD STREET WILLIAMSBURG,OHIO 45176 / PARTNERSHIP/ REAL ESTATE / LAND DEVELOPMENT / PARTNER / / SALE APPROVAL/DISAPPROVAL / START DATE 6/1/2013 3) Abrams Family Foundation / 3717 Bootjack Rd, Williamsburgh, OH, 45176-9777 / Charitable Giving / Help decide how to distribute funds for the charitable organization / Start Date : 4/1/2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-30
• S63 Uniform Securities Agent State Law Examination
  1986-11-11

Other Names

• Tony Watson