Russell Friedman

Ubs Financial Services Inc.

CRD 7561414

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-12

NJ RA
APPROVED

Since 2025-05-12

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Eagle Oaks Golf& Country Club	Farmingdale	NJ	03/2016	03/2018
Mcloones Pier House	Long Branch	NJ	03/2018	01/2020
Villa Restaurant Group	Remote	NJ	06/2020	07/2020
Commvault	Remote	NJ	05/2021	08/2021
Ubs Financial Services	Weehawken	NJ	06/2022	Present
Princeton Day School	Princeton	NJ	09/2014	05/2018
Elon University	Elon	NC	08/2018	05/2022

03/2016 → 03/2018

Eagle Oaks Golf& Country Club

Farmingdale, NJ
03/2018 → 01/2020

Mcloones Pier House

Long Branch, NJ
06/2020 → 07/2020

Villa Restaurant Group

Remote, NJ
05/2021 → 08/2021

Commvault

Remote, NJ
06/2022 → Present

Ubs Financial Services

Weehawken, NJ
09/2014 → 05/2018

Princeton Day School

Princeton, NJ
08/2018 → 05/2022

Elon University

Elon, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-07

S66 Uniform Combined State Law Examination

2025-02-07

View on SEC IAPD

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