Alex A Eshmoili

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

• 09/2022 → 03/2024
  Morgan Stanley
  New York, NY
• 12/2017 → 09/2022
  Td Bank, Na
  New York, NY
• 10/2008 → 12/2017
  Jpmorgan Chase
  New York, NY
• 03/2024 → 02/2025
  Unemployed
  Long Island City, NY
• 02/2025 → 09/2025
  Citibank
  Brooklyn, NY
• 09/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Previous Registrations

• 2023-01-17 → 2024-03-15
  Morgan Stanley
  Purchase, NY
  New York, NY
• 2005-02-28 → 2006-09-12
  Essex National Securities, Llc
  New York, NY
  Brooklyn, NY
• 2002-11-25 → 2003-08-07
  Quick & Reilly, Inc.
  New York, NY

Other Businesses

Rental Property at 1561 Bushwick Avenue Brooklyn NY 11207; Investment related: No; Long Island City, New York; Real Estate; Sole Proprietor/Owner; 02/2021; During business hours: 0; After business hours: 1; Property Management Rental Property at 720 East 31st Street Brooklyn, NY; Investment related: No; Brooklyn, New York; Real Estate; Sole Proprietor/Owner; 02/2016; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02
• S63 Uniform Securities Agent State Law Examination
  1999-08-27

Other Names

• Alex Eshmoili
• Arash Eshmoili
• Alex Arash Eshmoili
• Alex A Eshmoili