Sahil Chonkar

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2020 → 04/2022
  Bank Of America
  Somerset, NJ
• 06/2020 → 07/2020
  818 Global
  Cranford, NJ
• 04/2019 → 04/2020
  Scalewave
  Boonton, NJ
• 06/2018 → 08/2018
  Whole Foods
  Marlboro, NJ
• 09/2016 → 05/2020
  Rutgers
  New Brunswick, NJ
• 08/2022 → 04/2023
  Bank Of America, N.A.
  Pennington, NJ
• 06/2023 → 04/2024
  Morgan Stanley
  Lawrenceville, NJ
• 04/2024 → 06/2025
  Depository Trust & Clearing Corporation (Dtcc)
  Jersey City, NJ
• 09/2025 → Present
  Ubs Financial Services
  Weehawken, NJ

Previous Registrations

• 2023-06-06 → 2024-04-16
  Morgan Stanley
  Lawrenceville, NJ
• 2023-01-13 → 2023-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-12-09

Other Names

• Sahil Chonkar
• Sahil S Chonkar