Best Investors Account Sign in

Edward Crary Lord

Ubs Financial Services Inc.

New York, NY

New York, NY

West Palm Bch, FL

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-06
NY RA APPROVED 2021-10-26
  • TX RA
    APPROVED_RES
    Since 2022-06-06
  • NY RA
    APPROVED
    Since 2021-10-26

Branch Locations

New York, NY • United States

299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • United States

West Palm Bch, 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
Columbia University New York NY 01/2017 05/2017
Self-Employed New York NY 06/2017 09/2017
Selffee New York NY 06/2016 12/2016
Ubs Financial Services Inc. New York NY 09/2017 Present
  • 01/2017 → 05/2017
    Columbia University
    New York, NY
  • 06/2017 → 09/2017
    Self-Employed
    New York, NY
  • 06/2016 → 12/2016
    Selffee
    New York, NY
  • 09/2017 → Present
    Ubs Financial Services Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-16
S66 Uniform Combined State Law Examination 2017-11-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-16
  • S66 Uniform Combined State Law Examination
    2017-11-20
Other Names
  • Edward Lord
  • Edward Crary Lord

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor