Inactive

Alexandra Quinn Maounis

Ubs Financial Services Inc.

CRD 6956546

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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
NY	RA	APPROVED	2021-10-26

NY RA
APPROVED

Since 2021-10-26

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • United States

1285 Avenue Of The Americas 38Th Floor, New York, NY 10019 • United States

New York, NY • 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
Ubs Financial Services	New York	NY	06/2018	Present
University Of Miami	Coral Gables	FL	09/2013	06/2018
Bruce Bierman Design	New York	NY	06/2017	08/2017

06/2018 → Present

Ubs Financial Services

New York, NY
09/2013 → 06/2018

University Of Miami

Coral Gables, FL
06/2017 → 08/2017

Bruce Bierman Design

New York, NY

View on SEC IAPD

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