Best Investors Account Sign in

Isabelle Anna Lipinski

Ubs Financial Services Inc.

New York, NY

CRD 7382592

Claim This Profile
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
CT RA APPROVED 2025-11-03
NY RA APPROVED 2025-07-01
NJ RA APPROVED 2023-09-26
  • CT RA
    APPROVED
    Since 2025-11-03
  • NY RA
    APPROVED
    Since 2025-07-01
  • NJ RA
    APPROVED
    Since 2023-09-26

Branch Locations

299 Park Avenue 8Th,9Th And 11Th Floor, New York, NY 10171 • 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
Farmington High School Farmington CT 08/2014 06/2018
Winding Trails Farmington CT 07/2015 06/2019
White Eagle Caulking Farmington CT 05/2016 08/2020
Franklin Pierce University Rindge NH 08/2018 07/2021
New York Life Insurance New York NY 06/2021 08/2021
Iona University New Rochelle NY 08/2021 07/2023
Ubs Financial Services Inc New York NY 07/2023 Present
  • 08/2014 → 06/2018
    Farmington High School
    Farmington, CT
  • 07/2015 → 06/2019
    Winding Trails
    Farmington, CT
  • 05/2016 → 08/2020
    White Eagle Caulking
    Farmington, CT
  • 08/2018 → 07/2021
    Franklin Pierce University
    Rindge, NH
  • 06/2021 → 08/2021
    New York Life Insurance
    New York, NY
  • 08/2021 → 07/2023
    Iona University
    New Rochelle, NY
  • 07/2023 → Present
    Ubs Financial Services Inc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Other Names
  • Isabelle Lipinski

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor