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Zachary C Sobel

Ubs Financial Services Inc.

Jupiter, FL

Palm Beach Gardens, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-10
TX RA APPROVED_RES 2025-03-03
  • FL RA
    APPROVED
    Since 2025-03-10
  • TX RA
    APPROVED_RES
    Since 2025-03-03

Branch Locations

Jupiter, FL • United States

3801 Pga Blvd. Suite 1000, Palm Beach Gardens, FL 33410 • 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
Morgan Stanley Palm Beach Gardens FL 01/2015 02/2025
Morgan Stanley Private Bank, National Association New York NY 02/2015 02/2025
Ubs Financial Services Palm Beach Gardens FL 02/2025 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 01/2015 → 02/2025
    Morgan Stanley
    Palm Beach Gardens, FL
  • 02/2015 → 02/2025
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2025 → Present
    Ubs Financial Services
    Palm Beach Gardens, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-18
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S66 Uniform Combined State Law Examination
    2011-03-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04
Other Names
  • Zachary Cochran Sobel

View on SEC IAPD

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