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Ali Hakim

Ubs Financial Services Inc.

Weehawken, NJ

Pepper Pike, OH

CRD 8204594

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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
OH RA APPROVED 2026-04-15
  • OH RA
    APPROVED
    Since 2026-04-15

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • 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
Star Trax Valet Ferndale MI 03/2019 12/2019
Telemus Capital Southfield MI 05/2022 06/2023
Pnc Bank Denver CO 06/2023 08/2023
Ubs Financial Services Inc. Pepper Pike OH 01/2026 Present
West Bloomfield High School West Bloomfield MI 09/2016 05/2020
University Of Michigan Ann Arbor MI 09/2020 05/2024
Penske Logistics Dearborn MI 02/2024 01/2026
Orchard Lake Middle School West Bloomfield MI 09/2013 06/2020
  • 03/2019 → 12/2019
    Star Trax Valet
    Ferndale, MI
  • 05/2022 → 06/2023
    Telemus Capital
    Southfield, MI
  • 06/2023 → 08/2023
    Pnc Bank
    Denver, CO
  • 01/2026 → Present
    Ubs Financial Services Inc.
    Pepper Pike, OH
  • 09/2016 → 05/2020
    West Bloomfield High School
    West Bloomfield, MI
  • 09/2020 → 05/2024
    University Of Michigan
    Ann Arbor, MI
  • 02/2024 → 01/2026
    Penske Logistics
    Dearborn, MI
  • 09/2013 → 06/2020
    Orchard Lake Middle School
    West Bloomfield, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
  • S66 Uniform Combined State Law Examination
    2026-04-14

View on SEC IAPD

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