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Lee Aron Meddin

Ubs Financial Services Inc.

New York, NY

Garden City, NY

Chevy Chase, MD

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-26
NY RA APPROVED 2025-05-16
MD RA APPROVED 2025-03-24
  • TX RA
    APPROVED
    Since 2025-05-26
  • NY RA
    APPROVED
    Since 2025-05-16
  • MD RA
    APPROVED
    Since 2025-03-24

Branch Locations

New York, NY • United States

1055 Franklin Avenue Suite 300, Garden City, NY 11530 • United States

Chevy Chase, MD • 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
Sagacious Capital, Llc Chevy Chase MD 03/2015 03/2025
Ubs Financial Services Inc. Garden City NY 03/2025 Present
Previous Registrations
  • 2017-01-27 → 2025-04-15
    Sagacious Capital Llc
    Chevy Chase, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
S65 Uniform Investment Adviser Law Examination 2016-12-15
S63 Uniform Securities Agent State Law Examination 1993-08-19
  • S66 Uniform Combined State Law Examination
    2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2016-12-15
  • S63 Uniform Securities Agent State Law Examination
    1993-08-19
Designations

View on SEC IAPD

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