Milenia James

Ubs Financial Services Inc.

CRD 7382571

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-10-25

NJ RA
APPROVED

Since 2022-10-25

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Commack High School	Commack	NY	09/2014	05/2018
New York University Stern School Of Businesss	New York	NY	08/2018	05/2022
Dotdash Meredith	New York	NY	06/2020	08/2020
Ubs Financial Services Inc.	Weehawken	NJ	06/2021	08/2021
Nyu Langone	New York	NY	08/2022	Present
Ubs Financial Services Inc.	Weehawken	NJ	08/2022	Present

09/2014 → 05/2018

Commack High School

Commack, NY
08/2018 → 05/2022

New York University Stern School Of Businesss

New York, NY
06/2020 → 08/2020

Dotdash Meredith

New York, NY
06/2021 → 08/2021

Ubs Financial Services Inc.

Weehawken, NJ
08/2022 → Present

Nyu Langone

New York, NY
08/2022 → Present

Ubs Financial Services Inc.

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-29

S66 Uniform Combined State Law Examination

2022-09-29

Other Names

Milenia James

View on SEC IAPD

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