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Logan Oliver Wilson

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8011437

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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 2025-04-07
  • NJ RA
    APPROVED
    Since 2025-04-07

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
Allied World Assurance Company New York City NY 06/2023 08/2023
Silver Point Beach Club Atlantic Beach NY 08/2018 08/2024
Lps Capital New York City NY 05/2022 08/2022
University Of Notre Dame Notre Dame IN 08/2020 05/2024
Chaminade High School Mineola NY 08/2016 05/2020
Ubs Financial Services, Inc Weehawken NJ 01/2025 Present
Long Beach Catholic Regional School Long Beach NY 09/2014 05/2016
New York Health Care Atlantic Beach NY 07/2020 12/2024
  • 06/2023 → 08/2023
    Allied World Assurance Company
    New York City, NY
  • 08/2018 → 08/2024
    Silver Point Beach Club
    Atlantic Beach, NY
  • 05/2022 → 08/2022
    Lps Capital
    New York City, NY
  • 08/2020 → 05/2024
    University Of Notre Dame
    Notre Dame, IN
  • 08/2016 → 05/2020
    Chaminade High School
    Mineola, NY
  • 01/2025 → Present
    Ubs Financial Services, Inc
    Weehawken, NJ
  • 09/2014 → 05/2016
    Long Beach Catholic Regional School
    Long Beach, NY
  • 07/2020 → 12/2024
    New York Health Care
    Atlantic Beach, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
  • S66 Uniform Combined State Law Examination
    2025-04-07

View on SEC IAPD

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