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Victoria Vysotina

Ubs Financial Services Inc.

New York, NY

CRD 2788744

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Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-07
TX RA APPROVED 2025-01-07
  • NY RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07

Branch Locations

1285 Avenue Of The Americas 19Th Floor, New York, NY 10019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vv Strategic Group New York NY 11/2010 06/2017
Exotix Usa Inc. New York NY 06/2016 03/2017
Morgan Stanley New York NY 08/2021 05/2024
Crexa Capital Advisors New York NY 06/2017 07/2021
Wealth Growth Partners New York NY 05/2024 12/2024
Ubs Financial Services Inc. New York NY 01/2025 Present
  • 11/2010 → 06/2017
    Vv Strategic Group
    New York, NY
  • 06/2016 → 03/2017
    Exotix Usa Inc.
    New York, NY
  • 08/2021 → 05/2024
    New York, NY
  • 06/2017 → 07/2021
    Crexa Capital Advisors
    New York, NY
  • 05/2024 → 12/2024
    Wealth Growth Partners
    New York, NY
  • 01/2025 → Present
    New York, NY
Previous Registrations
  • 2022-02-22 → 2024-05-24
    New York, NY
    Purchase, NY
    New York, NY
Other Businesses

Unified State Group,,United States30308,https://www.unifiedstategroup.com/,CompanyInformation TechnologyMember of the Advisory BoardActiveAdvisor or advisory group member if advice given may influence an officer/boardMember of the Advisory Group, primarily providing market review, Start date -2/7/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-22
S63 Uniform Securities Agent State Law Examination 1996-10-14
  • S66 Uniform Combined State Law Examination
    2022-02-22
  • S63 Uniform Securities Agent State Law Examination
    1996-10-14

View on SEC IAPD

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