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Timothy Martin Mcdonald

Ubs Financial Services Inc.

Princeton, NJ

Andover, NJ

CRD 2413577

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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
TX RA APPROVED_RES 2014-10-17
NJ RA APPROVED 2009-01-16
  • TX RA
    APPROVED_RES
    Since 2014-10-17
  • NJ RA
    APPROVED
    Since 2009-01-16

Branch Locations

100 Overlook Center Suite 303, Princeton, NJ 08540 • United States

Andover, NJ • 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 Princeton NJ 01/2009 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-06
S65 Uniform Investment Adviser Law Examination 1993-11-12
  • S63 Uniform Securities Agent State Law Examination
    1998-04-06
  • S65 Uniform Investment Adviser Law Examination
    1993-11-12
Other Names
  • Tim Mcdonald

View on SEC IAPD

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