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Katherine Elizabeth Crevani

Ubs Financial Services Inc.

New York, NY

Jersey City, NJ

CRD 7479641

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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 2024-10-21
NY RA APPROVED 2024-10-21
  • NJ RA
    APPROVED
    Since 2024-10-21
  • NY RA
    APPROVED
    Since 2024-10-21

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • United States

Jersey City, NJ • 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 New York NY 01/2022 Present
William Morris Endeavor Beverly Hills CA 06/2016 06/2018
Live Nation West Hollywood CA 06/2018 01/2020
Fingerprint Communications West Hollywood CA 01/2021 06/2021
Kylie Skin & Cosmetics Beverly Hills CA 04/2020 01/2021
Not Working Los Angeles CA 01/2020 04/2020
Crossover Ventures New York NY 06/2021 01/2022
  • 01/2022 → Present
    Ubs
    New York, NY
  • 06/2016 → 06/2018
    William Morris Endeavor
    Beverly Hills, CA
  • 06/2018 → 01/2020
    Live Nation
    West Hollywood, CA
  • 01/2021 → 06/2021
    Fingerprint Communications
    West Hollywood, CA
  • 04/2020 → 01/2021
    Kylie Skin & Cosmetics
    Beverly Hills, CA
  • 01/2020 → 04/2020
    Not Working
    Los Angeles, CA
  • 06/2021 → 01/2022
    Crossover Ventures
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-19
  • S66 Uniform Combined State Law Examination
    2024-10-19
Other Names
  • Katie Crevani

View on SEC IAPD

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