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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
Branch Locations
4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Coral Gables | FL | 05/2026 | Present |
| Banco Santander Internacional | Brickell | FL | 06/2022 | 05/2026 |
| Academica Inc | Miami | FL | 01/2021 | 06/2022 |
| Mater Academy | Hialeah Gardens | FL | 08/2019 | 12/2020 |
| Mater Academy Middle High | Hialeah Gardens | FL | 08/2012 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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