Leo Danishefsky

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2018
  East Hill Synagogue
  Englewood, NJ
• 07/2016 → 07/2018
  Cmek Basketball Training Camp
  Paramus, NJ
• 05/2018 → 08/2018
  City Connections
  New York, NY
• 05/2019 → 08/2019
  Jcc
  Englewood, NJ
• 05/2020 → 08/2020
  Tax Pro Solutions
  Englewood, NJ
• 05/2021 → 08/2022
  Ubs Financial Services
  New York, NJ
• 05/2023 → 08/2023
  Ubs Financial Services
  Paramus, NJ
• 09/2015 → 06/2019
  Sar High School
  New York, NY
• 10/2019 → 06/2020
  Yeshiva Ashreinu
  Beit Shemesh
• 09/2020 → 05/2024
  Yeshiva University
  New York, NY
• 07/2024 → Present
  Ubs Financial Service
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-01-10

Other Names

• Leo Payce Danishefsky