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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 | 2026-02-12 |
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 |
|---|---|---|---|---|
| Bloomberg L.P. | Princeton, Nj | NJ | 07/2024 | 09/2025 |
| Eagle Rock: A Greenberg And Rapp Company | Morristown | NJ | 07/2023 | 08/2023 |
| Depasquale The Spa | Morris Plains | NJ | 06/2020 | 06/2024 |
| Ubs Financial Services, Inc | Weehawken | NJ | 12/2025 | Present |
| Unemployed | Na | NJ | 01/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
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