Terrence S Gray

Ubs Financial Services Inc.

Claim This Profile

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-03

NY RA
APPROVED

Since 2025-10-03

Branch Locations

1285 Avenue Of The Americas, New York, NY 10019 • United States

1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • 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	New York	NY	08/2025	Present
Lazard	New York	NY	08/2020	03/2024
Global Thematic Partners	New York	NY	11/2012	08/2020
Self Employed	New York	NY	03/2024	08/2025

08/2025 → Present

Ubs

New York, NY
08/2020 → 03/2024

Lazard

New York, NY
11/2012 → 08/2020

Global Thematic Partners

New York, NY
03/2024 → 08/2025

Self Employed

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-10-17

S63 Uniform Securities Agent State Law Examination

2025-10-17

Designations

Other Names

Terrence Slate Gray

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor