Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-20 |
Branch Locations
1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 01/2026 | Present |
| Dexian | New York | NY | 05/2024 | 12/2025 |
| Msh | Fort Lauderdale | FL | 06/2023 | 08/2023 |
| Gabrielle Coiffeur | Boca Raton | FL | 06/2022 | 07/2022 |
| M.I.A. Kitchen & Bar | Delray Beach | FL | 05/2021 | 08/2021 |
| Raw Juce | Boca Raton | FL | 06/2019 | 12/2020 |
| Gbysa | Boca Raton | FL | 10/2018 | 05/2021 |
| Spanish River High School | Boca Raton | FL | 08/2017 | 05/2021 |
| Eagles Landing Middle School | Boca Raton | FL | 08/2014 | 06/2017 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
Reach out to this advisor