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David H. Howard Savetz

Ubs Financial Services Inc.

Boca Raton, FL

Melville, NY

Melville, NY

Boca Raton, FL

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-08
FL RA APPROVED 2023-01-17
NY RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2024-05-08
  • FL RA
    APPROVED
    Since 2023-01-17
  • NY RA
    APPROVED
    Since 2021-11-01

Branch Locations

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

58 South Service Road Suite 310, Melville, NY 11747 • United States

Melville, NY • United States

Boca Raton, FL • 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. Huntington NY 09/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 1995-04-25
  • S65 Uniform Investment Adviser Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    1995-04-25
Other Names
  • David H Savetz
  • David Howard Savetz

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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