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Benjamin Grayson

Ubs Financial Services Inc.

Weehawken, NJ

CRD 6294927

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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
  • NJ RA
    APPROVED
    Since 2026-03-16

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
Ubs Asset Management Chicago IL 12/2015 01/2024
Ubs Asset Management New York NY 02/2024 01/2025
Ubs Financial Services Weehawken NJ 11/2025 Present
Unemployed Secaucus NJ 02/2025 10/2025
  • 12/2015 → 01/2024
    Ubs Asset Management
    Chicago, IL
  • 02/2024 → 01/2025
    Ubs Asset Management
    New York, NY
  • 11/2025 → Present
    Ubs Financial Services
    Weehawken, NJ
  • 02/2025 → 10/2025
    Unemployed
    Secaucus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13
Other Names
  • Benjamin Milton Grayson

View on SEC IAPD

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