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Evan Jordan Kresman

Ubs Financial Services Inc.

New York, NY

Brooklyn, NY

CRD 4819453

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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
FL RA APPROVED 2024-06-06
CA RA APPROVED 2024-06-05
CT RA APPROVED 2024-06-05
PA RA APPROVED 2024-06-05
NY RA APPROVED 2021-10-26
NJ RA APPROVED 2015-08-12
  • FL RA
    APPROVED
    Since 2024-06-06
  • CA RA
    APPROVED
    Since 2024-06-05
  • CT RA
    APPROVED
    Since 2024-06-05
  • PA RA
    APPROVED
    Since 2024-06-05
  • NY RA
    APPROVED
    Since 2021-10-26
  • NJ RA
    APPROVED
    Since 2015-08-12

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States

Brooklyn, NY • 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 08/2015 Present
Previous Registrations
Other Businesses

/ 200 EAST 89TH ST, APT. 22A NEW YORK,NY 10128 / NO/ PRIVATELY HELD / USD / NO / NO / / 12/1/14 /

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-04
  • S66 Uniform Combined State Law Examination
    2005-02-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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