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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-19 |
| NY | RA | APPROVED | 2026-03-19 |
| MD | RA | APPROVED | 2025-04-30 |
Branch Locations
1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bullis School | Potomac | MD | 09/2016 | 07/2020 |
| University Of Georgia | Athens | GA | 08/2020 | 07/2024 |
| Ubs Financial Services Inc. | Weehawken | NJ | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-24 |
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