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Leyla Peri Ciner

Ubs Financial Services Inc.

New York, NY

CRD 8084757

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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
NY RA APPROVED 2025-09-08
  • NY RA
    APPROVED
    Since 2025-09-08

Branch Locations

299 Park Avenue 8Th,9Th And 11Th Floor, New York, NY 10171 • 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 New York NY 06/2025 Present
H.I.G. Capital New York NY 11/2023 06/2025
Lytical Ventures New York NY 05/2023 08/2023
West Monroe Chicago IL 06/2022 08/2022
Purdue University West Lafayette IN 05/2021 05/2022
Purdue University West Lafayette IN 08/2019 05/2023
Ridge High School Basking Ridge NJ 07/2015 06/2019
  • 06/2025 → Present
    Ubs Financial Services, Inc
    New York, NY
  • 11/2023 → 06/2025
    H.I.G. Capital
    New York, NY
  • 05/2023 → 08/2023
    Lytical Ventures
    New York, NY
  • 06/2022 → 08/2022
    West Monroe
    Chicago, IL
  • 05/2021 → 05/2022
    Purdue University
    West Lafayette, IN
  • 08/2019 → 05/2023
    Purdue University
    West Lafayette, IN
  • 07/2015 → 06/2019
    Ridge High School
    Basking Ridge, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-06
  • S66 Uniform Combined State Law Examination
    2025-09-06

View on SEC IAPD

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