Best Investors Account Sign in

Hannah Elizabeth Miller

Ubs Financial Services Inc.

New York, NY

CRD 7986030

Claim This Profile
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
NY RA APPROVED 2026-03-11
  • NY RA
    APPROVED
    Since 2026-03-11

Branch Locations

11 Madison Avenue, New York, NY 10010 • 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
Ubs Financial Services Inc Weehawken NJ 09/2024 Present
Duke University Durham NC 07/2019 06/2024
Villa Maria Academy Malvern PA 08/2015 05/2019
  • 09/2024 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
  • 07/2019 → 06/2024
    Duke University
    Durham, NC
  • 08/2015 → 05/2019
    Villa Maria Academy
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-10
  • S66 Uniform Combined State Law Examination
    2025-12-10

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor