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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-28 |
| NJ | RA | APPROVED | 2009-06-08 |
Branch Locations
1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States
New Rochelle, NY • United States
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 11/1989 | Present |
1) Pelham Jewish Center/ investment related?: / 451 The Esplanade, Pelham, New York, 10803 US/ Guiding the decision making activities of the PJC in terms of rabbi management, membership, programming, social action, etc/ Synagogue/ start date: 9/1/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-05 |
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