Contractor
UBS Financial Services
3 customers • 5 returns • Latest tax year 2023 • Los Angeles, CA
Private Wealth ManagementInvestment managementFinancial AdvisorInvest. Management
Customers
3
Returns
5
Total Compensation
$5,985,179
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | 11-0303001 | 1 | 2019 | Invest. Management | $4,655,793 |
| Society of Photo Optical Instrumentation Engineers | 95-2142678 | 3 | 2021 | Financial Advisor • Private Wealth Management | $1,146,839 |
| Mf Community Impact Inc | 87-4099027 | 1 | 2023 | Investment management | $182,547 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2023 | Mf Community Impact Inc | 990 | Investment management | 2000 Ave of the Stars, Los Angeles, CA 90067 | $182,547 | View return |
| 2021 | Society of Photo Optical Instrumentation Engineers | 990 | Financial Advisor | 2000 Avenue of the Stars 7th Floor, Los Angeles, CA 90067 | $351,724 | View return |
| 2019 | Fidelity Investments Charitable Gift Fund | 990 | Invest. Management | 2185 N CALIFORNIA BLVD, Los Angeles, CA 94576 | $4,655,793 | View return |
| 2018 | Society of Photo Optical Instrumentation Engineers | 990 | Private Wealth Management | 2000 Avenue of the Stars 7th Floor, Los Angeles, CA 90067 | $402,216 | View return |
| 2017 | Society of Photo Optical Instrumentation Engineers | 990 | Private Wealth Management | 2000 Avenue of the Stars 7th Floor, Los Angeles, CA 90067 | $392,899 | View return |