David Mc Quade

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

• 01/2009 → Present
  Ubs Financial Services Inc.
  Ft Myers, FL

Previous Registrations

• 2007-04-02 → 2009-01-13
  Morgan Stanley & Co. Llc
  Ft. Myers, FL
• 1991-01-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Myers, FL
  Ft. Myers, FL

Other Businesses

McLagic Adventures / United States / 11619 Ranchette Rd / Fort Myers / FL / United States / 33966 / / No / Company / / Sport & Leisure Facilities / / We will periodically run Pelagic Birding Charters in the Gulf of Mexico / Active / Other / I will be the Captain of the boat and determine where we go look for the pelagic birds. / I will determine when the weather looks decent for a long range offshore boating trip. Then I will notify the interested parties our date of departure. The day of departure I will be in charge of determining where we go and what the target birds will be. / 0 / No / No / No / No / Start Date 08/20/2018 / / Yes / I may once a year take a day off to run offshore do to perfect weather conditions. However, generally this will be a Saturday & Sunday type of event. / Yes / 10000 / Yes / Yes / 100 / / Yes / We will operate out of the Sanibel Harbour Yacht Club and rund trips between Charlotte County waters down to the Dry Tortugas / No / / No / / I do this as a hobby. Now I can potentially get a financial benefit from my hobby. / No /

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-11-04
• S63 Uniform Securities Agent State Law Examination
  1988-01-13

Other Names

• David Mcquade
• David Lee Mcquade