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Matthew Harris Tantleff

Ubs Financial Services Inc.

Florham Park, NJ

CRD 7129166

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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
TX RA APPROVED_RES 2026-01-20
FL RA APPROVED 2022-03-01
NY RA APPROVED 2022-02-03
NJ RA APPROVED 2021-11-08
  • TX RA
    APPROVED_RES
    Since 2026-01-20
  • FL RA
    APPROVED
    Since 2022-03-01
  • NY RA
    APPROVED
    Since 2022-02-03
  • NJ RA
    APPROVED
    Since 2021-11-08

Branch Locations

500 Campus Drive 2Nd Floor, Florham Park, NJ 07932 • 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
Monmouth University Long Branch NJ 09/2017 05/2021
Bernards High School Bernardsville NJ 09/2013 06/2017
Ubs Financial Services Inc Weehawken NJ 07/2021 Present
  • 09/2017 → 05/2021
    Monmouth University
    Long Branch, NJ
  • 09/2013 → 06/2017
    Bernards High School
    Bernardsville, NJ
  • 07/2021 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08
Other Names
  • Matt Tantleff
  • Leaf Tantleff

View on SEC IAPD

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Nearby Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman

Nearby Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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