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Edmond Magdi Sayegh

Ubs Financial Services Inc.

New York, NY

CRD 7548131

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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
FL RA APPROVED 2024-01-10
NY RA APPROVED 2023-07-07
  • FL RA
    APPROVED
    Since 2024-01-10
  • NY RA
    APPROVED
    Since 2023-07-07

Branch Locations

1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • 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
First Republic Investment Management, Inc New York NY 03/2022 07/2023
First Republic Securities Company, Llc New York NY 05/2022 07/2023
Extended Travel Athens 02/2022 03/2022
Extended Travel Cairo 01/2022 02/2022
Extended Travel Orlando FL 09/2021 01/2022
Extended Travel Athens 06/2021 09/2021
Diive Cape Town 07/2020 09/2020
True Concepts Consulting, Inc. Buffalo NY 06/2019 09/2019
Boston College Chestnut Hill MA 05/2017 06/2021
Canisius High School Buffalo NY 06/2013 05/2017
Subway Buffalo NY 08/2016 12/2016
Ubs Financial Services Inc New York NY 07/2023 Present
  • 03/2022 → 07/2023
    First Republic Investment Management, Inc
    New York, NY
  • 05/2022 → 07/2023
    First Republic Securities Company, Llc
    New York, NY
  • 02/2022 → 03/2022
    Extended Travel
    Athens
  • 01/2022 → 02/2022
    Extended Travel
    Cairo
  • 09/2021 → 01/2022
    Extended Travel
    Orlando, FL
  • 06/2021 → 09/2021
    Extended Travel
    Athens
  • 07/2020 → 09/2020
    Diive
    Cape Town
  • 06/2019 → 09/2019
    True Concepts Consulting, Inc.
    Buffalo, NY
  • 05/2017 → 06/2021
    Boston College
    Chestnut Hill, MA
  • 06/2013 → 05/2017
    Canisius High School
    Buffalo, NY
  • 08/2016 → 12/2016
    Subway
    Buffalo, NY
  • 07/2023 → Present
    New York, NY
Previous Registrations
  • 2022-07-29 → 2023-07-10
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-28
  • S66 Uniform Combined State Law Examination
    2022-07-28
Other Names
  • Eddy Sayegh
  • Edmond Magdi Sayegh
  • Edmond Sayegh

View on SEC IAPD

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