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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 | 2025-12-08 |
Branch Locations
550 Biltmore Way 7Th 9Th & 10Th, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feller Financial Services | Boca Raton | FL | 06/2022 | 08/2022 |
| Northern Trust Corporation | Chicago | IL | 06/2023 | 08/2023 |
| Santander Private Banking International | Miami | FL | 06/2024 | 12/2024 |
| Ubs Financial Services Inc. | Miami | FL | 05/2025 | Present |
| Immaculatta La Salle High School | Miami | FL | 01/2017 | 06/2020 |
| Bentley University | Waltham | MA | 08/2020 | 12/2024 |
| Christopher Columbus High School | Miami | FL | 08/2016 | 12/2016 |
| St. Hugh Catholic School | Miami | FL | 08/2013 | 06/2016 |
| Undecided Venture | Miami | FL | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
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