Best Investors Account Sign in

Kyle Alan Mackinnon

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8072847

Claim This Profile
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 2025-09-08
  • NJ RA
    APPROVED
    Since 2025-09-08

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 07/2025 Present
Epsilon Boston MA 12/2023 07/2025
Wayfair Boston MA 10/2021 12/2023
Best Evidence Jury Consultants Tampa Bay FL 03/2021 07/2021
Alien Attorney Atlanta GA 05/2020 09/2020
Little Creek Oyster Farm & Market Greenport NY 06/2017 09/2019
Southold Yacht Club Southold NY 06/2015 09/2016
Sewanee: The University Of The South Sewanee TN 08/2017 05/2021
Wellesley High School Wellesley MA 09/2014 06/2017
  • 07/2025 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 12/2023 → 07/2025
    Epsilon
    Boston, MA
  • 10/2021 → 12/2023
    Wayfair
    Boston, MA
  • 03/2021 → 07/2021
    Best Evidence Jury Consultants
    Tampa Bay, FL
  • 05/2020 → 09/2020
    Alien Attorney
    Atlanta, GA
  • 06/2017 → 09/2019
    Little Creek Oyster Farm & Market
    Greenport, NY
  • 06/2015 → 09/2016
    Southold Yacht Club
    Southold, NY
  • 08/2017 → 05/2021
    Sewanee: The University Of The South
    Sewanee, TN
  • 09/2014 → 06/2017
    Wellesley High School
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-17
  • S66 Uniform Combined State Law Examination
    2025-06-17

View on SEC IAPD

More in Weehawken, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor