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Laura Ann Boretsky

Ubs Financial Services Inc.

Newport Beach, CA

Westport, CT

Shelton, CT

CRD 4901067

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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
SC RA APPROVED 2025-12-23
CT RA APPROVED 2007-04-20
  • SC RA
    APPROVED
    Since 2025-12-23
  • CT RA
    APPROVED
    Since 2007-04-20

Branch Locations

888 San Clemente Drive Suite 300, Newport Beach, CA 92660 • United States

8 Wright Street, Westport, CT 06880-4701 • United States

Shelton, CT • 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
Ubs Financial Services Inc Greenwich CT 04/2007 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-26
  • S66 Uniform Combined State Law Examination
    2006-02-26
Other Names
  • Laura Ann Bilcheck

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
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Nearby Offices

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MIG CAPITAL, LLC · NEWPORT BEACH, CA

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