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Stefanie C Gretkowski

Ubs Financial Services Inc.

Pooler , GA

South Burlington, VT

CRD 3137994

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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
GA RA APPROVED 2026-05-22
TX RA APPROVED_RES 2012-02-24
VT RA APPROVED 2003-06-30
  • GA RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED_RES
    Since 2012-02-24
  • VT RA
    APPROVED
    Since 2003-06-30

Branch Locations

Pooler , GA • United States

38 Eastwood Drive Suite 400, South Burlington, VT 05403 • 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
Ubs Financial Services Inc South Burlington VT 07/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-28
  • S66 Uniform Combined State Law Examination
    2001-07-28
Other Names
  • Stefanie Lyn Christoffel
  • Stefanie Christoffel Gretkowski
  • Stefanie L Gretkowski

View on SEC IAPD

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