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Rachel Colicchio Werdann

Ubs Financial Services Inc.

West Palm Beach, 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 2025-08-06
TX RA APPROVED 2025-08-05
  • FL RA
    APPROVED
    Since 2025-08-06
  • TX RA
    APPROVED
    Since 2025-08-05

Branch Locations

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • 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
Jpmorgan Chase Bank, Na Palm Beach Gardens FL 01/2020 07/2025
Jpmorgan Securities, Llc. Palm Beach Gardens FL 01/2020 07/2025
Moore Capital Management Lp New York NY 10/2006 09/2019
Unemployed Jupiter FL 10/2019 12/2019
Ubs Financials Services, Inc West Palm Beach FL 07/2025 Present
  • 01/2020 → 07/2025
    Jpmorgan Chase Bank, Na
    Palm Beach Gardens, FL
  • 01/2020 → 07/2025
    Jpmorgan Securities, Llc.
    Palm Beach Gardens, FL
  • 10/2006 → 09/2019
    Moore Capital Management Lp
    New York, NY
  • 10/2019 → 12/2019
    Unemployed
    Jupiter, FL
  • 07/2025 → Present
    Ubs Financials Services, Inc
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-20
  • S66 Uniform Combined State Law Examination
    2020-07-20
Other Names
  • Rachel A Colicchio
  • Rachel A Werdann
  • Rachel Colicchio Werdann
  • Rachel Werdann

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL
CRESSET ASSET MANAGEMENT, LLC · West Palm Beach, FL

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