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Kartik Challa

Ubs Financial Services Inc.

Weehawken, NJ

Paramus, NJ

CRD 8135201

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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
NJ RA APPROVED 2026-03-16
  • NJ RA
    APPROVED
    Since 2026-03-16

Branch Locations

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

61 South Paramus Road 4Th Floor, Paramus, NJ 07652 • 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
Ubs Financial Services, Inc Paramus NJ 10/2025 Present
Schooling Long Valley NJ 01/2015 09/2025
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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