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Danielle Lauren Libraty

Ubs Financial Services Inc.

Red Bank, NJ

Aberdeen, NJ

CRD 7500259

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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 2023-08-29
  • NJ RA
    APPROVED
    Since 2023-08-29

Branch Locations

140 Broad Street Suite 100, Red Bank, NJ 07701 • United States

Aberdeen, 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 Financial Services Inc. Redbank NJ 02/2022 Present
Medical Billing Associates Matawan NJ 07/2018 02/2022
Homemaker Aberdeen NJ 05/2013 07/2018
  • 02/2022 → Present
    Ubs Financial Services Inc.
    Redbank, NJ
  • 07/2018 → 02/2022
    Medical Billing Associates
    Matawan, NJ
  • 05/2013 → 07/2018
    Homemaker
    Aberdeen, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28
Other Names
  • Danielle Lauren Libraty
  • Danielle Lauren Fernandes

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

More in Red Bank, NJ

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