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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-02 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Hampton Indoor Tennis | East Hampton | NY | 06/2025 | 07/2025 |
| East Hampton Indoor Tennis | East Hampton | NY | 06/2024 | 08/2024 |
| University Of Georgia | Athens | GA | 08/2021 | 05/2025 |
| Ubs Financial Services Inc | Weehawken | NJ | 07/2025 | Present |
| Bavel Virtual Academy | Glasgow | KY | 08/2014 | 05/2021 |
Part time tennis instructor at East Hampton Indoor Tennis. Worked in the summer in 2024 and from June 2025 to July 2025 and will work part time on the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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