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Samuel Zinn

Ubs Financial Services Inc.

New York, NY

CRD 7406708

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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
NY RA APPROVED 2022-02-03
NJ RA APPROVED 2021-11-10
  • NY RA
    APPROVED
    Since 2022-02-03
  • NJ RA
    APPROVED
    Since 2021-11-10

Branch Locations

1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • 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 07/2021 Present
Big Fish Entertainment New York NY 04/2019 06/2021
Nickelodeon Velocity New York NY 11/2018 01/2019
Bbdo New York NY 06/2018 09/2018
Comedy Central New York NY 06/2017 08/2017
Tufts University Medford MA 08/2014 05/2018
  • 07/2021 → Present
    Ubs
    Weehawken, NJ
  • 04/2019 → 06/2021
    Big Fish Entertainment
    New York, NY
  • 11/2018 → 01/2019
    Nickelodeon Velocity
    New York, NY
  • 06/2018 → 09/2018
    Bbdo
    New York, NY
  • 06/2017 → 08/2017
    Comedy Central
    New York, NY
  • 08/2014 → 05/2018
    Tufts University
    Medford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09

View on SEC IAPD

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