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Mellany G Bagtas

Ubs Financial Services Inc.

New York, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-12
  • NY RA
    APPROVED
    Since 2025-06-12

Branch Locations

299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 03/2008 08/2017
Morgan Stanley New York NY 08/2017 05/2025
Morgan Stanley Private Bank, National Association New York NY 09/2017 05/2025
Ubs Financial Services Inc. New York NY 06/2025 Present
Morgan Stanley Private Bank, N.A New York NY 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
S63 Uniform Securities Agent State Law Examination 2007-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-28
  • S63 Uniform Securities Agent State Law Examination
    2007-03-12
Other Names
  • Mellany Montemayor Gabat
  • Mellany Bagtas
  • Mellany Montemayor Bagtas
  • Mellany Montemayor Gabat
  • Mellany M Bagtas

View on SEC IAPD

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