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Juan Manuel Diez De Bonilla

Ubs Financial Services Inc.

New York, NY

Riverside, CT

CRD 2965463

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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
CT RA APPROVED 2021-11-29
NY RA APPROVED 2021-10-26
NJ RA APPROVED 2015-12-01
TX RA APPROVED 2015-11-27
  • CT RA
    APPROVED
    Since 2021-11-29
  • NY RA
    APPROVED
    Since 2021-10-26
  • NJ RA
    APPROVED
    Since 2015-12-01
  • TX RA
    APPROVED
    Since 2015-11-27

Branch Locations

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

Riverside, CT • 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
Ubs Financial Services Inc. New York NY 11/2015 Present
Previous Registrations
  • 2009-04-28 → 2015-12-18
    Credit Suisse Securities (Usa) Llc
    New York, NY
    New York, NY
  • 2006-06-08 → 2006-10-24
    Clearbridge Investments, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-16
  • S66 Uniform Combined State Law Examination
    2005-03-16
Other Names
  • Juan Manuel Diezdebonilla

View on SEC IAPD

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