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Marjorie Dorcedieuseul

Ubs Financial Services Inc.

Weehawken, NJ

CRD 6219806

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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 2024-04-18
  • NJ RA
    APPROVED
    Since 2024-04-18

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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
Td Private Client Wealth Llc New York NY 06/2013 06/2017
Citigroup New York NY 06/2017 05/2022
Credit Suisse Services (Usa) Llc New York NY 06/2022 03/2024
Ubs Financial Services Inc. Weehawken NJ 03/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-26
  • S66 Uniform Combined State Law Examination
    2015-06-26
Other Names
  • Marjorie Dorce
  • Marjorie Dorce Dieuseul
  • Marjorie Dorce Dieuseul
  • Marjorie Dieuseul
  • Marjorie Dorcedieuseul

View on SEC IAPD

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