Teri-Ann Vallee

Ubs Financial Services Inc.

Jersey City, NJ

CRD 8122590

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-11-06

NJ RA
APPROVED

Since 2025-11-06

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

Jersey City, NJ • 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

Organization	City	State	From	To
Ubs Financial Services Inc	Weehawken	NJ	07/2025	Present
Clarfeld Citizens Private Wealth	Tarrytown	NY	06/2021	07/2025
Stetson University	Deland	FL	09/2017	05/2021
Winter Park High School	Winter Park	FL	09/2013	09/2017

07/2025 → Present

Ubs Financial Services Inc

Weehawken, NJ
06/2021 → 07/2025

Clarfeld Citizens Private Wealth

Tarrytown, NY
09/2017 → 05/2021

Stetson University

Deland, FL
09/2013 → 09/2017

Winter Park High School

Winter Park, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-11-04

S63 Uniform Securities Agent State Law Examination

2025-11-04

Designations

Certified Financial Planner

View on SEC IAPD

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