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William Sean Mcbride

Ubs Financial Services Inc.

Weehawken, NJ

Birmingham, MI

CRD 7576426

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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
MI RA APPROVED 2025-10-08
NC RA APPROVED 2024-01-19
  • MI RA
    APPROVED
    Since 2025-10-08
  • NC RA
    APPROVED
    Since 2024-01-19

Branch Locations

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

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • 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, Inc Charlotte NC 10/2023 Present
Seaholm Highschool Birmingham MI 08/2015 08/2019
Michigan State University East Lansing MI 08/2019 07/2023
  • 10/2023 → Present
    Ubs Financial Services, Inc
    Charlotte, NC
  • 08/2015 → 08/2019
    Seaholm Highschool
    Birmingham, MI
  • 08/2019 → 07/2023
    Michigan State University
    East Lansing, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03

View on SEC IAPD

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