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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2018-07-11 |
Branch Locations
250 Munoz Rivera Avenue, San Juan, PR 00918 • United States
Gurabo, PR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Juan | PR | 07/2008 | Present |
SOLE OWNER OF SMALL OFFICE BUILDING WITH THREE TENNANTS SINCE JULY 2002. PASSIVE INVESTMENT. PROPERTY IS LOCATED IN AVE. LAS AMERICAS, BW-9, CAGUAS, PR 00725. 1 HOUR PER MONTH DURING NON-TRADING HOURS (I.E. MOSTLY WEEKEND OR DURING THE NIGHT ON WEEKDAYS). DUTIES: COLLECT RENT, COORDINATE SPORADIC MAINTENANCE AND REPAIR, FROM TIME TO TIME NEGOTIATE CONTRACT EXTENSIONS OR NEW CONTRACTS WITH NEW TENNANTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-17 |
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