Mark Boutros

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2018
  Knights Of Columbus
  East Brunswick, NJ
• 09/2002 → 09/2016
  Cuny
  New York, NY
• 06/2018 → 01/2019
  Thrivent Investment Management Inc
  Manalapan, NJ
• 02/2019 → 01/2026
  Morgan Stanley
  Jersey City, NJ
• 01/2026 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2019-02-28 → 2026-01-06
  Morgan Stanley
  Morristown, NJ
  Purchase, NY
  New York, NY
  Jersey City, NJ
  East Brunswick, NJ
  East Brunswick, NJ
• 2018-08-06 → 2019-01-29
  Thrivent Investment Management Inc.
  Montvale, NJ
  Manalapan, NJ

Other Businesses

*457581- Trust; Investment related Yes; East Brunswick, New Jersey; Trust; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 10; *575504- First Contact Film Festival; Investment related: No; East Brunswick, New Jersey; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 5; Administrative, Artistic direction *614875 - Rental Property; Investment Related - Yes; New Brunswick, New Jersey; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 8; Property Management. *642142 - Rarite Life; Investment related-Yes; East Brunswick, New Jersey; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 40; Sales/Marketing. Mark Boutros,NJUnited States,Investment property,Real Estate,Investment property. Two family house.,Proprietor / owner,Rental property. I collect rent and maintain the property.Start date -4/22/2025 NJ Discounts,NJUnited States,Sole proprietorship,Retailers (Apparel, Food, General),Purchase wholesale liquidation on auction and resell online.Proprietor / owner,Currently none. If approved, buying liquidations via auction and listing the items online. Start date -2/1/2026 Spendthrift Trust for A B,Spendthrift trust for my brother,NJUnited States,responsible for managing the trust. Start date -10/14/2014 Supplemental Benefits Trust for M S,Special needs trust for my sister,NJUnited States,responsible for managing the trust, Start date 10/14/2014

Exams

• S66 Uniform Combined State Law Examination
  2018-08-02

Other Names

• Mark Salvatore Boutros