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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 | 2025-10-09 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Federal Reserve Bank Of Atlanta | Atlanta | GA | 09/2024 | 07/2025 |
| Nai Brannen Goddard | Atlanta | GA | 06/2024 | 08/2024 |
| La Amistad Inc. | Atlanta | GA | 05/2023 | 06/2023 |
| The Wood Acres School | Marietta | GA | 06/2024 | 07/2024 |
| Anthropologie | Atlanta | GA | 06/2024 | 08/2024 |
| Indian Hills Country Club | Marietta | GA | 05/2019 | 07/2019 |
| Atlanta Swim Academy | Marietta | GA | 07/2019 | 11/2019 |
| Lehigh University | Bethlehem | PA | 08/2021 | 05/2025 |
| Ubs Financial Services | Weehawken | NJ | 07/2025 | Present |
| George Walton Comprehensive High School | Marietta | GA | 08/2017 | 05/2021 |
| Dickerson Middle School | Marietta | GA | 08/2014 | 05/2017 |
Gotham Swim School,Swim School,United States,I will be a part-time swim instructor, Start date -3/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
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