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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-21 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All American Ford | Paramus | NJ | 06/2018 | 08/2018 |
| All American Ford | Hackensack | NJ | 06/2019 | 08/2019 |
| Ubs Wealth Management | Weehawken | NJ | 06/2020 | 08/2020 |
| Ubs Wealth Management | Weehawken | NJ | 06/2021 | 08/2021 |
| Hockey Player (Did Not Receive Compensation For This) | Wayne | NJ | 06/2015 | 05/2018 |
| Babson College | Babson Park | MA | 08/2018 | 06/2022 |
| Ubs Financial Services.iNc | Weehawken | NJ | 08/2022 | Present |
1) Name of Business: Hunter's Lawn Care./ Address: 3 noreen lnwaynenjUnited States./ Investment Related: No./ Nature: Lawn care, landscaping, power washing, other similar things - all that would be considered manual labor, specifically related to cleaning or maintaining a house or property. I historically have done this kind of work in the summer time for family, friends, and neighbors. Not sure if I will continue to do so, but wanted to submit this form in case I did./ Role: Proprietor / owner./ Duty:Lawn care, landscaping, power washing, other similar things - all that would be considered manual labor, specifically related to cleaning or maintaining a house or property./ Start Date: 3/6/2023./ Time Required: No. 2) Topline Hockey,New JerseyUnited States,Company,Ice Hockey Skills Coaching CompanyIce Hockey skills coaching.,Ice Hockey Skills Coach,I will coach ice hockey players, specifically helping them develop their individual skillsets and mindsets around the sport of ice hockey.Start date -11/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-20 |
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