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Michael Clement Leung

Ubs Financial Services Inc.

New York, NY

CRD 6079224

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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
TX RA APPROVED 2025-01-20
NY RA APPROVED 2024-12-17
  • TX RA
    APPROVED
    Since 2025-01-20
  • NY RA
    APPROVED
    Since 2024-12-17

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
Pentaho (Hitachi Vantara) San Francisco CA 06/2016 01/2018
Bluejeans (Verizon) San Francisco / Irvine CA 01/2018 12/2019
Cb4 (Gap) New York NY 03/2020 04/2020
Shutterstock New York NY 06/2020 01/2022
Vendelux New York NY 03/2022 06/2022
Ubs Financial Services, Inc New York NY 07/2024 Present
Nyu (Schack Institute Of Real Estate) New York NY 09/2021 05/2023
Unemployed New York NY 06/2023 06/2024
  • 06/2016 → 01/2018
    Pentaho (Hitachi Vantara)
    San Francisco, CA
  • 01/2018 → 12/2019
    Bluejeans (Verizon)
    San Francisco / Irvine, CA
  • 03/2020 → 04/2020
    Cb4 (Gap)
    New York, NY
  • 06/2020 → 01/2022
    Shutterstock
    New York, NY
  • 03/2022 → 06/2022
    Vendelux
    New York, NY
  • 07/2024 → Present
    Ubs Financial Services, Inc
    New York, NY
  • 09/2021 → 05/2023
    Nyu (Schack Institute Of Real Estate)
    New York, NY
  • 06/2023 → 06/2024
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17

View on SEC IAPD

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