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Alexia Maria Cusano

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7545445

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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
TX RA APPROVED 2026-08-31
CT RA APPROVED 2025-11-12
NY RA APPROVED 2025-11-12
NJ RA APPROVED 2024-10-23
  • TX RA
    APPROVED
    Since 2026-08-31
  • CT RA
    APPROVED
    Since 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-12
  • NJ RA
    APPROVED
    Since 2024-10-23

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

299 Park Avenue , New York, NY 10017 • 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 Hartford CT 05/2022 09/2022
Student Boston MA 10/2022 06/2023
Commonwealth Financial Services Waltham MA 06/2023 01/2024
Student Boston MA 01/2024 07/2024
Student Boston MA 01/2007 01/2024
Ubs Financial Services Weehawken NJ 07/2024 Present
  • 05/2022 → 09/2022
    Ubs Financial Services
    Hartford, CT
  • 10/2022 → 06/2023
    Student
    Boston, MA
  • 06/2023 → 01/2024
    Commonwealth Financial Services
    Waltham, MA
  • 01/2024 → 07/2024
    Student
    Boston, MA
  • 01/2007 → 01/2024
    Student
    Boston, MA
  • 07/2024 → Present
    Ubs Financial Services
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

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