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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 10/2025 | Present |
| Sephora | San Francisco | CA | 10/2024 | 09/2025 |
| Three Trees Foods | San Francisco | CA | 08/2023 | 04/2024 |
| Williams-Sonoma, Inc | San Francisco | CA | 04/2021 | 08/2023 |
| Deloitte | Boston | MA | 07/2019 | 03/2021 |
| Kqed | San Francisco | CA | 01/2019 | 04/2019 |
| Kpmg | San Francisco | CA | 06/2018 | 08/2018 |
| Willy Bietak Productions | San Francisco | CA | 11/2018 | 01/2019 |
| University Of California, Berkeley | Berkeley | CA | 08/2017 | 05/2019 |
| California State University, Long Beach | Long Beach | CA | 07/2015 | 07/2017 |
| Yerba Buena Ice Skating And Bowling Center | San Francisco | CA | 07/2017 | 08/2017 |
| Unemployed | San Francisco | CA | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
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