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Matthew Ian Fleissig

Ubs Financial Services Inc.

Weehawken, NJ

CRD 7989075

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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 2025-09-09
  • NJ RA
    APPROVED
    Since 2025-09-09

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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 Township NJ 07/2025 Present
Ubs Financial Services, Inc New York NY 10/2024 12/2024
Playwire Boca Raton FL 05/2024 07/2024
Puzzlehr Tampa FL 05/2023 08/2023
Puzzlehr Tampa FL 06/2022 08/2022
Nami Nami, Inc (Dba: Boon's Asian Bistro) Boca Raton FL 04/2019 06/2021
University Of Florida Gainesville FL 06/2021 05/2025
Spanish River Community High School Boca Raton FL 08/2017 05/2021
Omni Middle School Boca Raton FL 08/2014 05/2017
  • 07/2025 → Present
    Ubs Financial Services, Inc
    Weehawken Township, NJ
  • 10/2024 → 12/2024
    Ubs Financial Services, Inc
    New York, NY
  • 05/2024 → 07/2024
    Playwire
    Boca Raton, FL
  • 05/2023 → 08/2023
    Puzzlehr
    Tampa, FL
  • 06/2022 → 08/2022
    Puzzlehr
    Tampa, FL
  • 04/2019 → 06/2021
    Nami Nami, Inc (Dba: Boon's Asian Bistro)
    Boca Raton, FL
  • 06/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 08/2017 → 05/2021
    Spanish River Community High School
    Boca Raton, FL
  • 08/2014 → 05/2017
    Omni Middle School
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22
Other Names
  • Matthew Fleissig

View on SEC IAPD

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