Sean Sheikowitz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → 05/2025
  J.P. Morgan Securities Llc
  New York, NY
• 08/2024 → 05/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2024 → 05/2024
  Wasserman Next Gen
  Atlanta, GA
• 04/2023 → 12/2023
  Blueprint Test Prep
  Atlanta, GA
• 06/2023 → 08/2023
  Ruby & Jenna
  Closter, NJ
• 05/2022 → 12/2022
  The Law Office Of Corrado & Martella, P.C.
  Jersey City, NJ
• 06/2021 → 08/2021
  Paramount Country Club
  New City, NY
• 07/2021 → 08/2021
  The Democratic Committee Of Bergen County
  Hackensack, NJ
• 07/2021 → 08/2021
  Bergen County Commissioner Vice Chairwoman Tracy Zur
  Hackensack, NJ
• 06/2019 → 08/2019
  Tyler Hill Camp
  Tyler Hill, PA
• 08/2020 → 05/2024
  Emory University
  Atlanta, GA
• 06/2024 → 07/2024
  Unemployed
  Woodcliff Lake, NJ
• 09/2019 → 07/2020
  Unemployed
  Atlanta, GA
• 08/2014 → 05/2019
  Unemployed
  Woodcliff Lake, NJ
• 07/2020 → 07/2020
  Paramount Country Club
  New City, NY
• 05/2025 → Present
  Ubs Financial Services, Inc.
  New York, NY

Previous Registrations

• 2025-04-09 → 2025-05-18
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-24

Other Names

• Sean M Sheikowitz