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Timothy Paul Coughlin

Ubs Financial Services Inc.

Paramus, NJ

CRD 2591980

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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
NJ RA APPROVED 2026-03-16
TX RA APPROVED 2026-03-16
  • NJ RA
    APPROVED
    Since 2026-03-16
  • TX RA
    APPROVED
    Since 2026-03-16

Branch Locations

61 South Paramus Road Mack Center Iv, Paramus, NJ 07652 • 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
Jpmorgan Chase Bank Na Summit NJ 03/2017 03/2026
Unemployed Franklin Lakes NJ 03/2016 03/2017
Ubs Financial Services Inc. Paramus NJ 03/2026 Present
  • 03/2017 → 03/2026
    Jpmorgan Chase Bank Na
    Summit, NJ
  • 03/2016 → 03/2017
    Unemployed
    Franklin Lakes, NJ
  • 03/2026 → Present
    Ubs Financial Services Inc.
    Paramus, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 1995-08-02
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    1995-08-02

View on SEC IAPD

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