Daniel J Meehan

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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-11-26
PA	RA	APPROVED	2024-11-26
SC	RA	APPROVED	2024-11-26
DE	RA	APPROVED	2024-10-01
NJ	RA	APPROVED	2012-05-17
TX	RA	APPROVED	2012-05-17

NY RA
APPROVED

Since 2024-11-26
PA RA
APPROVED

Since 2024-11-26
SC RA
APPROVED

Since 2024-11-26
DE RA
APPROVED

Since 2024-10-01
NJ RA
APPROVED

Since 2012-05-17
TX RA
APPROVED

Since 2012-05-17

Branch Locations

501 Fellowship Road, Mt. Laurel, NJ 08054 • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	Mt. Laurel	NJ	05/2012	Present

05/2012 → Present

Ubs Financial Services Inc.

Mt. Laurel, NJ

Previous Registrations

2009-06-01 → 2012-06-14

Morgan Stanley

Mount Laurel, NJ
2007-03-14 → 2009-06-01

Citigroup Global Markets Inc.

Mt. Laurel, NJ

Other Businesses

CDJ Partners LLC / 179 Kenwood Drive Sicklerville, NJ 08081 / Partnership/ Food, Beverages & Tobacco / create and patent a new delivery system for non-alcoholic and alcoholic beverages / Partner / / General Partnership duties / Start Date 4/8/2019/

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-08

S66 Uniform Combined State Law Examination

2007-03-08

View on SEC IAPD