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Allison Weprin

Ubs Financial Services Inc.

New York, NY

CRD 8093150

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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 2026-01-02
  • NY RA
    APPROVED
    Since 2026-01-02

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
American Eagle Outfitters New York NY 05/2024 08/2024
The Ohio State University Columbus OH 08/2022 08/2023
Loveshack Delray Beach FL 05/2022 12/2023
Ubs Financial Services Inc New York NY 06/2025 Present
Congregation B'nAi Israel Boca Raton FL 06/2021 08/2021
The Ohio State University Columbus OH 08/2021 05/2025
Saint Andrew's School Boca Raton FL 08/2007 05/2021
  • 05/2024 → 08/2024
    American Eagle Outfitters
    New York, NY
  • 08/2022 → 08/2023
    The Ohio State University
    Columbus, OH
  • 05/2022 → 12/2023
    Loveshack
    Delray Beach, FL
  • 06/2025 → Present
    Ubs Financial Services Inc
    New York, NY
  • 06/2021 → 08/2021
    Congregation B'nAi Israel
    Boca Raton, FL
  • 08/2021 → 05/2025
    The Ohio State University
    Columbus, OH
  • 08/2007 → 05/2021
    Saint Andrew's School
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-02
  • S66 Uniform Combined State Law Examination
    2026-01-02

View on SEC IAPD

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