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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 2023-07-14
TX RA APPROVED_RES 2023-06-13
PA RA APPROVED 2023-06-12
NJ RA APPROVED 2023-06-09
CA RA APPROVED 2017-05-19
  • NY RA
    APPROVED
    Since 2023-07-14
  • TX RA
    APPROVED_RES
    Since 2023-06-13
  • PA RA
    APPROVED
    Since 2023-06-12
  • NJ RA
    APPROVED
    Since 2023-06-09
  • CA RA
    APPROVED
    Since 2017-05-19

Branch Locations

555 California Street, San Francisco, CA 94104 • United States

1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES

251 South Lake Avenue 10Th Floor, Pasadena, CA 91101 • United States

Pasadena, CA • 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 San Francisco CA 02/2017 Present
Unemployed, Maternity Break Glen Mills PA 10/2015 02/2017
Other Businesses

1. 9534 Rutland St LLC, Dearborn Michigan United States48124, Company, Hold Real Estate, Officer, maintain real estate investments, start date-10/14/2024. 2. 8600 Field St LLC, Hold real estate, Officer, maintain real estate investments, start date-10/2/2024, dearborn michigan United States-48124. 3. 7344 Westwood St LLC, Hold Real Estate, Officer, maintain real estate investments, start date-10/23/2024, DearbornMichigan United States-48124. 4. 7838 Clayburn St LLC, Hold Real Estate, Officer, start date-maintain real estate investments, start date-10/23/2024, DearbornMichigan United States48124 5)MOSA26 LLC, michigan United States , Real Estate , Hold real estate , Officer , maintain real estate investments , Start date 5/7/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-18
  • S66 Uniform Combined State Law Examination
    2017-05-18
Other Names
  • Salma George Zahr
  • Salma G Zahr
  • Salma Zahr

View on SEC IAPD

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