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Corey Vita

Ubs Financial Services Inc.

New York, NY

CRD 7464607

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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 2023-10-25
NY RA APPROVED 2023-09-23
  • NJ RA
    APPROVED
    Since 2023-10-25
  • NY RA
    APPROVED
    Since 2023-09-23

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • 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 Financial Services New York NY 07/2022 Present
Ubs Financial Services New York NY 11/2021 07/2022
Oratory Preparatory School Summit NJ 08/2014 07/2018
The College Of The Holy Cross Worcester MA 08/2018 05/2019
Healthlogix Parsippany NJ 05/2019 08/2019
Fordham University Bronx NY 08/2019 05/2022
Vita & Vita Realty Corp Fairfield NJ 09/2020 10/2021
Ubs Financial Services Inc. New York NY 11/2021 07/2022
Ubs Financial Services Inc. New York NY 07/2022 09/2023
Ubs Financial Services Inc. New York NY 09/2023 07/2025
  • 07/2022 → Present
    Ubs Financial Services
    New York, NY
  • 11/2021 → 07/2022
    Ubs Financial Services
    New York, NY
  • 08/2014 → 07/2018
    Oratory Preparatory School
    Summit, NJ
  • 08/2018 → 05/2019
    The College Of The Holy Cross
    Worcester, MA
  • 05/2019 → 08/2019
    Healthlogix
    Parsippany, NJ
  • 08/2019 → 05/2022
    Fordham University
    Bronx, NY
  • 09/2020 → 10/2021
    Vita & Vita Realty Corp
    Fairfield, NJ
  • 11/2021 → 07/2022
    Ubs Financial Services Inc.
    New York, NY
  • 07/2022 → 09/2023
    Ubs Financial Services Inc.
    New York, NY
  • 09/2023 → 07/2025
    Ubs Financial Services Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-23
  • S66 Uniform Combined State Law Examination
    2023-09-23

View on SEC IAPD

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