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Charles Freiheit

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8057989

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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 2025-08-13
  • NJ RA
    APPROVED
    Since 2025-08-13

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, Nj CT 04/2025 Present
Ywca Greenwich Greenwich CT 03/2024 03/2025
Town Of Greenwich Greenwich CT 08/2024 09/2024
Town Of Greenwich Greenwich CT 06/2023 09/2023
Town Of Greenwich Greenwich CT 06/2022 08/2022
Town Of Greenwich Greenwich CT 06/2019 08/2019
Town Of Greenwich Greenwich CT 06/2020 08/2020
Town Of Greenwich Greenwich CT 06/2021 08/2021
Marcus Evans Greenwich CT 06/2024 08/2024
Greenwich Water Club Cos Cob CT 06/2018 08/2018
Greenwich Public Schools Greenwich CT 08/2012 06/2019
Indiana University Bloomington Bloomington IN 08/2019 05/2023
Unemployed Cos Cob CT 10/2023 02/2024
  • 04/2025 → Present
    Ubs Financial Services Inc
    Weehawken, Nj, CT
  • 03/2024 → 03/2025
    Ywca Greenwich
    Greenwich, CT
  • 08/2024 → 09/2024
    Town Of Greenwich
    Greenwich, CT
  • 06/2023 → 09/2023
    Town Of Greenwich
    Greenwich, CT
  • 06/2022 → 08/2022
    Town Of Greenwich
    Greenwich, CT
  • 06/2019 → 08/2019
    Town Of Greenwich
    Greenwich, CT
  • 06/2020 → 08/2020
    Town Of Greenwich
    Greenwich, CT
  • 06/2021 → 08/2021
    Town Of Greenwich
    Greenwich, CT
  • 06/2024 → 08/2024
    Marcus Evans
    Greenwich, CT
  • 06/2018 → 08/2018
    Greenwich Water Club
    Cos Cob, CT
  • 08/2012 → 06/2019
    Greenwich Public Schools
    Greenwich, CT
  • 08/2019 → 05/2023
    Indiana University Bloomington
    Bloomington, IN
  • 10/2023 → 02/2024
    Unemployed
    Cos Cob, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-11
  • S66 Uniform Combined State Law Examination
    2025-08-11

View on SEC IAPD

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