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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-27 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Seattle | WA | 01/2026 | Present |
| Morgan Stanley | Long Beach | CA | 08/2025 | 10/2025 |
| Crede | Irvine | CA | 02/2025 | 08/2025 |
| Club Pilates | Newcastle | WA | 06/2023 | 09/2024 |
| Pro Sports Club | Bellevue | WA | 10/2020 | 08/2023 |
| Chinook Middle School | Bellevue | WA | 09/2015 | 06/2018 |
| Bellevue High School | Bellevue | WA | 09/2018 | 05/2022 |
| Chapman University | Orange | CA | 08/2022 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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