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Zachary Joseph Ventrice

Ubs Financial Services Inc.

Boca Raton, FL

Ft. Lauderdale, 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 2026-05-28
NJ RA APPROVED 2026-02-03
  • FL RA
    APPROVED
    Since 2026-05-28
  • NJ RA
    APPROVED
    Since 2026-02-03

Branch Locations

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

401 East Las Olas Boulevard Las Olas Centre, Ft. Lauderdale, FL 33301 • 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
Ubs Financial Services, Inc Boca Raton FL 09/2024 08/2026
Unemployed New York NY 12/2023 09/2024
Tishman New York NY 02/2023 11/2023
The Hakimian Organization New York NY 10/2022 02/2023
Barone Management Roslyn NY 08/2021 03/2022
Ksr New York NY 06/2019 08/2021
Syracuse University Syracuse NY 08/2014 12/2018
Grad Student/Unemployed New York NY 04/2022 10/2022
Unemployed New York NY 01/2019 05/2019
Cresset Asset Management, Llc West Palm Beach FL 08/2026 Present
  • 09/2024 → 08/2026
    Ubs Financial Services, Inc
    Boca Raton, FL
  • 12/2023 → 09/2024
    Unemployed
    New York, NY
  • 02/2023 → 11/2023
    Tishman
    New York, NY
  • 10/2022 → 02/2023
    The Hakimian Organization
    New York, NY
  • 08/2021 → 03/2022
    Barone Management
    Roslyn, NY
  • 06/2019 → 08/2021
    Ksr
    New York, NY
  • 08/2014 → 12/2018
    Syracuse University
    Syracuse, NY
  • 04/2022 → 10/2022
    Grad Student/Unemployed
    New York, NY
  • 01/2019 → 05/2019
    Unemployed
    New York, NY
  • 08/2026 → Present
    Cresset Asset Management, Llc
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
  • S66 Uniform Combined State Law Examination
    2026-02-02
Other Names
  • Zachary Ventrice

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