Melissa Ann Amler

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-11

NJ RA
APPROVED

Since 2026-03-11

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Ubs Financial Services	Weehawken	NJ	06/2025	Present
Ubs Asset Management	New York	NY	02/2023	06/2025
Ubs Hedge Fund Solutions	Stamford	CT	06/2013	01/2023

06/2025 → Present

Ubs Financial Services

Weehawken, NJ
02/2023 → 06/2025

Ubs Asset Management

New York, NY
06/2013 → 01/2023

Ubs Hedge Fund Solutions

Stamford, CT

Other Businesses

Serving as Board of Director for the Gucker Campership Fund (non-profit organization) Non-investment related Awards financial assistance for The North Country Camps in Keeseville NY Address for non-profit: 187 Hancock Street, Apt 1, Brooklyn NY, 11226 Start date: November 2020 Approximately 1 hour a month devoted to the board, outside of business hours Duties include review of camper applications, management of donor system

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-11

S66 Uniform Combined State Law Examination

2026-03-11

Other Names

Melissa Amler

View on SEC IAPD