Victoria Amber Lieb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Ubs Financial Services Inc.
  New York, NY
• 07/2017 → 02/2020
  Goldman Sachs Bank Usa
  New York, NY
• 09/2013 → 05/2017
  Rutgers University - New Jersey
  New Brunswick, NJ
• 02/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 02/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → 04/2025
  Ubs Financial Services
  New York, NY
• 04/2025 → 05/2026
  Neuberger Berman
  New York, NY

Previous Registrations

• 2025-05-02 → 2026-05-26
  Neuberger Berman Bd Llc
  New York, NY
  Hoboken, NJ
  Hoboken, NJ
• 2023-04-25 → 2025-04-24
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
• 2020-09-01 → 2023-05-18
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-27
• S63 Uniform Securities Agent State Law Examination
  2019-06-17

Other Names

• Victoria Amber Lieb
• Victoria Lieb