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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 | 2026-03-17 |
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 |
|---|---|---|---|---|
| El Corte Ingles | Madrid | 07/2022 | 03/2023 | |
| Turningpoint | Paris | 06/2020 | 12/2020 | |
| Palm Beach Sailing Club | Palm Beach | FL | 05/2023 | 07/2023 |
| Neom Business School | Reims | 06/2020 | 06/2024 | |
| Icam | Lille | 06/2019 | 06/2020 | |
| Lycee Francais International Georges Pompidou | Dubai | 06/2016 | 06/2019 | |
| Escp | Paris | 06/2024 | 08/2025 | |
| Ubs Financial Services Inc. | Weehawken | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
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