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Russell C
Series 63, Series 65
Incline Village, NV
UBS Financial Services
Russell Cory Jr. is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in residential property management as a landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.
Bradley H
Series 63, Series 65
Incline Village, NV
UBS Financial Services
Bradley Hyldahl is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.
Kelly J
Series 63, Series 65
Incline Village, NV
UBS Financial Services
Kelly Jay is a financial advisor with UBS Financial Services in Incline Village, NV, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the board of directors for the California Liver Institute, contributing to financial and corporate governance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.
Edward S
Series 63, Series 65
Incline Village, NV
UBS Financial Services
Edward Scheingold is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving clients for a combined 20 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.
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