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Christopher Morley Balcerek

Ubs Financial Services Inc.

Sewickley, PA

Verona, PA

Clayton, MO

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-09
MO RA APPROVED 2021-11-18
  • PA RA
    APPROVED
    Since 2025-07-09
  • MO RA
    APPROVED
    Since 2021-11-18

Branch Locations

2200 Georgetowne Drive 6Th Floor, Suite 600, Sewickley, PA 15143 • United States

Verona, PA • United States

8027 Forsyth Blvd Suite 1010, Clayton, MO 63105 • 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. St. Louis MO 06/2021 Present
University Of Dayton Rec Center Dayton OH 08/2018 05/2021
Federal Reserve Bank Of Dallas Dallas TX 05/2020 08/2020
University Of Dayton Rec Center Dayton OH 09/2017 08/2018
Ropewalk Restaurant Bethany Beach DE 05/2018 08/2018
Costco Wholesale Monrovia MD 05/2019 06/2019
Rhodes 5 & 10 Bethany Beach DE 06/2016 08/2017
  • 06/2021 → Present
    Ubs Financial Services Inc.
    St. Louis, MO
  • 08/2018 → 05/2021
    University Of Dayton Rec Center
    Dayton, OH
  • 05/2020 → 08/2020
    Federal Reserve Bank Of Dallas
    Dallas, TX
  • 09/2017 → 08/2018
    University Of Dayton Rec Center
    Dayton, OH
  • 05/2018 → 08/2018
    Ropewalk Restaurant
    Bethany Beach, DE
  • 05/2019 → 06/2019
    Costco Wholesale
    Monrovia, MD
  • 06/2016 → 08/2017
    Rhodes 5 & 10
    Bethany Beach, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2021-11-18
Designations

View on SEC IAPD

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Other Offices

JMS CAPITAL GROUP WEALTH SERVICES, LLC · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Sewickley, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Sewickley, PA
SCHENLEY CAPITAL, INC · SEWICKLEY, PA
NAV WEALTH PARTNERS · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
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