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Rolf W. Brunner

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CRD#: 2052632
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rolf Willy Brunner was a registered financial professional .

Rolf is a previously registered financial professional and started their career in finance in 1998. Rolf had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 3, 2002 - February 23, 2004

UBS INTERNATIONAL INC.

BD
CRD#: 107726
NEW YORK, NY
Past

March 15, 2002 - June 3, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 2, 1999 - March 26, 2002

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 5, 1998 - February 18, 1999

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/20/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


UI
UBS INTERNATIONAL INC.
UBS ADVISORY INTERNATIONAL LLC | UBS INTERNATIONAL INC.

CRD#: 107726 / SEC#: , 8-53059

BD
Terminated by SEC on 03/29/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 12/19/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UBS AMERICAS INC.SHAREHOLDER
BELAVAL, EUGENIO SDIRECTOR1267012
BURRI, RUDOLFCHIEF OPERATING OFFICER/DIRECTOR4208377
DODD, DAVID MARTINDIRECTOR1065148
FREY, WILLIAM PATRICKCFO2369814
GONZALEZ, RICARDO ALBERTO JRCEO/DIRECTOR/MUNI PRINCIPAL1460620
SCAVO, JOSEPH FRANKAML OFFICER1240820
SULLIVAN, KATHLEEN FRANCESASSOCIATE DIRECTOR/CROP/SROP2330070
TORREGIANO, MICHAEL JAMESCHIEF COMPLIANCE OFFICER2753068
TROTTA, ELAINE MARIECHIEF ADMINISTRATIVE OFFICER1048829
UBINAS TAYLOR, CARLOS VERNERDIRECTOR & CHAIRMAN OF THE BOARD1985568

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


UBS INTERNATIONAL INC.

CRD#: 107726

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