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Ryan Putra Kimiadi

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7151369

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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
NJ RA APPROVED 2022-05-27
NY RA APPROVED 2022-05-26
  • NJ RA
    APPROVED
    Since 2022-05-27
  • NY RA
    APPROVED
    Since 2022-05-26

Branch Locations

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

299 Park Avenue, New York, NY 10017 • 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
St. John's University Jamaica NY 09/2017 05/2021
Bayside High School Bayside NY 09/2014 06/2017
Lox Cafe At The Museum Of Jewish Heritage New York NY 06/2017 08/2018
St. John's University Jamaica NY 08/2020 05/2021
St. John's University Jamaica NY 08/2020 12/2020
Equitable Woodbridge NJ 06/2020 06/2020
Self-Employed Flushing NY 12/2018 12/2021
Ubs Financial Services New York NY 01/2022 Present
  • 09/2017 → 05/2021
    St. John's University
    Jamaica, NY
  • 09/2014 → 06/2017
    Bayside High School
    Bayside, NY
  • 06/2017 → 08/2018
    Lox Cafe At The Museum Of Jewish Heritage
    New York, NY
  • 08/2020 → 05/2021
    St. John's University
    Jamaica, NY
  • 08/2020 → 12/2020
    St. John's University
    Jamaica, NY
  • 06/2020 → 06/2020
    Equitable
    Woodbridge, NJ
  • 12/2018 → 12/2021
    Self-Employed
    Flushing, NY
  • 01/2022 → Present
    Ubs Financial Services
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
  • S66 Uniform Combined State Law Examination
    2021-11-15

View on SEC IAPD

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