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Romeo Habash

Ubs Financial Services Inc.

Weehawken, NJ

CRD 8193084

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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 2026-06-02
  • NJ RA
    APPROVED
    Since 2026-06-02

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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
Us Brands Furniture Monmouth Junction NJ 07/2017 12/2025
Euroexotics Randolph NJ 06/2020 12/2025
Ubs Financial Services Inc Weehawken NJ 01/2026 Present
Mount Olive Middle School Mount Olive NJ 09/2014 05/2017
  • 07/2017 → 12/2025
    Us Brands Furniture
    Monmouth Junction, NJ
  • 06/2020 → 12/2025
    Euroexotics
    Randolph, NJ
  • 01/2026 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
  • 09/2014 → 05/2017
    Mount Olive Middle School
    Mount Olive, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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