Justine Samantha Greenwald
Investment adviser representative at UBS Financial Services Inc.
28 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- UBS Financial Services Inc.Aug 2023 to now
- Bank of America, N.A.Jun 2020 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Jun 2020
- Cleveland IndiansApr 2017 to Oct 2017
- LPL Financial LLCMar 2017 to Apr 2020
- Stratos Wealth Partners, LtdFeb 2017 to Apr 2020
- Jg Investment Advisors, LLCJan 2014 to Mar 2017
- Bd Holdings, Inc.Sep 2001 to Feb 2017
- Northcoast SecuritiesMar 1998 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3020176
- Firm CRD
- 8174