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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
100 Se 2Nd Street 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sabbatical Leave | Buenos Aires | 07/2023 | 03/2025 | |
| Ubs Switzerland Ag | Geneva | 08/2019 | 06/2023 | |
| Ubs Switzerland Ag | Geneva | 05/2018 | 07/2019 | |
| Ubs Switzerland Ag | Geneva | 09/2016 | 04/2018 | |
| Ubs Financial Services, Inc | Miami | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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