Carly Bernstein

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  Ubs Financial Services Inc
  Weehawken, NJ
• 06/2024 → 08/2024
  Gallagher
  Whippany, NJ
• 06/2022 → 08/2022
  The Twisted Tulip
  Livingston, NJ
• 06/2022 → 08/2022
  Hipsturbia Collective
  Short Hills, NJ
• 03/2018 → 08/2023
  Dewlax
  Scotch Plains, NJ
• 09/2017 → 06/2021
  Millburn High School
  Millburn, NJ
• 08/2021 → 05/2025
  Duke University
  Durham, NJ
• 09/2014 → 06/2017
  Millburn Middle School
  Millburn, NJ
• 08/2025 → 11/2025
  Self-Employed
  New York, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-02
• S63 Uniform Securities Agent State Law Examination
  2025-08-26