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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-07 |
| CT | RA | APPROVED | 2023-07-12 |
| NJ | RA | APPROVED | 2023-06-19 |
| WY | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa | New York | NY | 06/2003 | 04/2023 |
| Hsbc Securities (Usa) Inc. | New York City | NY | 01/2005 | 04/2023 |
| Ubs Financial Services, Inc. | New London | CT | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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