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Michael Pear

Ubs Financial Services Inc.

Paramus, NJ

CRD 7258893

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-18
NY RA APPROVED 2022-04-04
  • NJ RA
    APPROVED
    Since 2023-05-18
  • NY RA
    APPROVED
    Since 2022-04-04

Branch Locations

61 South Paramus Road 4Th Floor, Paramus, NJ 07652 • 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
Staple Design New York NY 07/2016 11/2016
Express Scripts Franklin Lakes NJ 05/2018 08/2018
Fiera Capital New York NY 06/2019 05/2020
Ubs Financial Services Inc. New York NY 05/2020 06/2021
Ubs Financial Services Inc. New York NY 06/2021 Present
Fordham University - Gabelli School Of Business New York NY 09/2018 05/2021
Rutgers Business School Newark NJ 09/2017 05/2018
Ramapo High School Franklin Lakes NJ 09/2013 06/2017
Mack-Cali Realty Corporation Jersey City NJ 06/2017 09/2017
  • 07/2016 → 11/2016
    Staple Design
    New York, NY
  • 05/2018 → 08/2018
    Express Scripts
    Franklin Lakes, NJ
  • 06/2019 → 05/2020
    Fiera Capital
    New York, NY
  • 05/2020 → 06/2021
    New York, NY
  • 06/2021 → Present
    New York, NY
  • 09/2018 → 05/2021
    Fordham University - Gabelli School Of Business
    New York, NY
  • 09/2017 → 05/2018
    Rutgers Business School
    Newark, NJ
  • 09/2013 → 06/2017
    Ramapo High School
    Franklin Lakes, NJ
  • 06/2017 → 09/2017
    Mack-Cali Realty Corporation
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-04
  • S66 Uniform Combined State Law Examination
    2022-04-04

View on SEC IAPD

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