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Matthew Robinson

Ubs Financial Services Inc.

Princeton, NJ

CRD 8049726

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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 2026-03-23
  • NJ RA
    APPROVED
    Since 2026-03-23

Branch Locations

100 Overlook Center Suite 303, Princeton, NJ 08540 • 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 Princeton NJ 06/2025 Present
Bny Pennington NJ 11/2024 05/2025
Bny Wilmington DE 08/2022 04/2024
Temple University Philadelphia PA 08/2017 12/2020
Arcadia University Glenside PA 08/2016 05/2017
Tiedemann Advisors Wilmington DE 05/2024 06/2024
Sei Oaks PA 08/2024 11/2024
Unemployed Effort PA 01/2021 08/2022
  • 06/2025 → Present
    Ubs Financial Services, Inc
    Princeton, NJ
  • 11/2024 → 05/2025
    Bny
    Pennington, NJ
  • 08/2022 → 04/2024
    Bny
    Wilmington, DE
  • 08/2017 → 12/2020
    Temple University
    Philadelphia, PA
  • 08/2016 → 05/2017
    Arcadia University
    Glenside, PA
  • 05/2024 → 06/2024
    Tiedemann Advisors
    Wilmington, DE
  • 08/2024 → 11/2024
    Sei
    Oaks, PA
  • 01/2021 → 08/2022
    Unemployed
    Effort, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-21
  • S66 Uniform Combined State Law Examination
    2026-03-21
Other Names
  • Matthew A Robinson

View on SEC IAPD

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