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Alexander Savetz

Ubs Financial Services Inc.

Melville, NY

CRD 7393004

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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
NJ RA APPROVED 2025-07-25
  • NJ RA
    APPROVED
    Since 2025-07-25

Branch Locations

58 South Service Road Suite 310, Melville, NY 11747 • 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 Weehawken NJ 07/2024 Present
University Of Texas At Austin Austin TX 08/2020 05/2024
Syosset High School Syosset NY 09/2016 06/2020
  • 07/2024 → Present
    Ubs
    Weehawken, NJ
  • 08/2020 → 05/2024
    University Of Texas At Austin
    Austin, TX
  • 09/2016 → 06/2020
    Syosset High School
    Syosset, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24

View on SEC IAPD

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