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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-27 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2025 | Present |
| Tutornerds | Irvine | CA | 08/2024 | 06/2025 |
| Mathnasium Rsm | Rancho Santa Margarita | CA | 08/2024 | 02/2025 |
| Kaykaze Adventure Experience | Melbourne | 02/2023 | 06/2024 | |
| Deckers Llc | Costa Mesa | CA | 10/2022 | 01/2023 |
| Salmon River Adventure Company | North Fork | ID | 06/2022 | 08/2022 |
| University Of Maryland Adventure Program | College Park | MD | 08/2021 | 05/2022 |
| University Of Maryland | College Park | MD | 08/2020 | 05/2022 |
| Brigham Young University | Provo | UT | 08/2017 | 04/2022 |
| Brigham Young University Department Of Chemistry & Biochemistry | Provo | UT | 01/2019 | 07/2020 |
| Sip'n Spot | Provo | UT | 09/2017 | 04/2018 |
| Mission Viejo High School | Mission Viejo | CA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-13 |
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