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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-28 |
| NJ | RA | APPROVED | 2022-12-06 |
Branch Locations
1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States
New York City, NY • United States
1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller And Chitty Company | Kenilworth | NJ | 05/2020 | 01/2021 |
| Wagner Roofing Company | Hyattsville | MD | 06/2021 | 08/2021 |
| University Of Maryland, College Park | College Park | MD | 08/2018 | 05/2022 |
| Westfield High School | Westfield | NJ | 09/2014 | 06/2018 |
| Ubs Financial Services | Weehawken | NJ | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-05 |
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