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Devesh Deodat

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8079681

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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 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

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
Pond Road Middle School Robbinsville NJ 09/2014 09/2017
Robbinsville High School Robbinsville NJ 09/2017 09/2021
Rutgers Business School New Brunswick NJ 09/2021 05/2025
Oceanfirst Bank Red Bank NJ 06/2024 08/2024
Ubs Financial Services, Inc Weehawken NJ 07/2025 Present
  • 09/2014 → 09/2017
    Pond Road Middle School
    Robbinsville, NJ
  • 09/2017 → 09/2021
    Robbinsville High School
    Robbinsville, NJ
  • 09/2021 → 05/2025
    Rutgers Business School
    New Brunswick, NJ
  • 06/2024 → 08/2024
    Oceanfirst Bank
    Red Bank, NJ
  • 07/2025 → Present
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10
Other Names
  • Devesh Latchman Deodat

View on SEC IAPD

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