Owen R Black

Ubs Financial Services Inc.

CRD 7121426

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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
NJ	RA	APPROVED	2023-02-17
TX	RA	APPROVED	2023-02-17

NJ RA
APPROVED

Since 2023-02-17
TX RA
APPROVED

Since 2023-02-17

Branch Locations

100 Overlook Center Suite 303, Princeton, NJ 08540 • 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
Morgan Stanley	Lawrenceville	NJ	08/2020	02/2023
Villanova University	Prineton	NJ	09/2016	06/2020
Blue Star Lacrosse	Prineton	NJ	06/2017	08/2017
Morgan Stanley Private Bank, N.A	New York	NY	07/2021	02/2023
Ubs Financial Services Inc	Princeton	NJ	02/2023	Present

08/2020 → 02/2023

Morgan Stanley

Lawrenceville, NJ
09/2016 → 06/2020

Villanova University

Prineton, NJ
06/2017 → 08/2017

Blue Star Lacrosse

Prineton, NJ
07/2021 → 02/2023

Morgan Stanley Private Bank, N.A

New York, NY
02/2023 → Present

Ubs Financial Services Inc

Princeton, NJ

Previous Registrations

2021-04-08 → 2023-03-08

Morgan Stanley

Lawrenceville, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-06

S66 Uniform Combined State Law Examination

2021-04-06

View on SEC IAPD

More in Princeton, NJ

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