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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-02 |
| NJ | RA | APPROVED | 2022-10-25 |
Branch Locations
299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shake Shack | New York | NY | 07/2017 | 08/2018 |
| Student | Ann Arbor | MI | 08/2018 | 05/2022 |
| Bert's Cafe | Ann Arbor | MI | 01/2022 | 05/2022 |
| Ubs Financial Services | Weehawken | NJ | 07/2022 | Present |
| Student | New York | NY | 01/2010 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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