Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| NJ | RA | APPROVED | 2021-09-08 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
Boca Raton, FL • United States
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 08/2021 | Present |
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2020 | 08/2020 |
| Lime Fresh Mexican Grill-West Boca | Boca Raton | FL | 05/2018 | 08/2018 |
| Rubino Findley, Pllc | Boca Raton | FL | 04/2020 | 05/2020 |
| Full-Time Student (University Of Florida) | Gainesville | FL | 06/2017 | 04/2021 |
| Full-Time Student (West Boca Raton High School) | Boca Raton | FL | 08/2013 | 05/2017 |
| Not Seeking Employment | Boca Raton | FL | 04/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
Reach out to this advisor