Chance Meier

Ubs Financial Services Inc.

CRD 7028019

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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
TN	RA	APPROVED	2025-12-22

TN RA
APPROVED

Since 2025-12-22

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

3102 West End Avenue Suite 500, Nashville, TN 37203-6017 • 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 Securities Llc	Nashville	TN	03/2021	Present
Prudent Street Financial Advisors, Llc	Nashville	TN	09/2018	02/2021
University Of Tennessee, Knoxville	Knoxville	TN	08/2014	07/2018

03/2021 → Present

Ubs Securities Llc

Nashville, TN
09/2018 → 02/2021

Prudent Street Financial Advisors, Llc

Nashville, TN
08/2014 → 07/2018

University Of Tennessee, Knoxville

Knoxville, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-22

S66 Uniform Combined State Law Examination

2025-12-22

Other Names

Chance Addison Meier

View on SEC IAPD

More in Weehawken, NJ

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