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Harrison R Monaco

Ubs Financial Services Inc.

Weehawken, NJ

Ft. Lauderdale, FL

CRD 8215956

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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
FL RA APPROVED 2026-04-13
  • FL RA
    APPROVED
    Since 2026-04-13

Branch Locations

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

401 East Las Olas Blvd Suite 2300 - Las Olas Centre, Ft. Lauderdale, FL 33301 • 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
Taschen Miami Miami Beach FL 09/2025 12/2025
Miami City Ballet Miami Beach FL 06/2017 07/2025
Philadelphia Ballet Philadelphia PA 09/2011 06/2017
Ubs Financial Services, Inc Fort Lauderdale FL 01/2026 Present
  • 09/2025 → 12/2025
    Taschen Miami
    Miami Beach, FL
  • 06/2017 → 07/2025
    Miami City Ballet
    Miami Beach, FL
  • 09/2011 → 06/2017
    Philadelphia Ballet
    Philadelphia, PA
  • 01/2026 → Present
    Ubs Financial Services, Inc
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • Harrison Monaco

View on SEC IAPD

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