Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-18 |
| NY | RA | APPROVED | 2022-04-04 |
Branch Locations
61 South Paramus Road 4Th Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
Reach out to this advisor