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Elizabeth Carroll Weyel

Ubs Financial Services Inc.

New York, NY

Houston, TX

CRD 7576431

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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 2023-03-08
NY RA APPROVED 2023-01-01
  • TX RA
    APPROVED
    Since 2023-03-08
  • NY RA
    APPROVED
    Since 2023-01-01

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States

4400 Post Oak Parkway Suite 1700, Houston, TX 77027 • 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
Alliantgroup Houston TX 07/2021 04/2022
Ubs Financial Services.iNc New York NY 06/2022 Present
Student Houston TX 08/2012 06/2017
Student Oxford MS 08/2017 05/2021
  • 07/2021 → 04/2022
    Alliantgroup
    Houston, TX
  • 06/2022 → Present
    Ubs Financial Services.iNc
    New York, NY
  • 08/2012 → 06/2017
    Student
    Houston, TX
  • 08/2017 → 05/2021
    Student
    Oxford, MS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2022-12-30
Other Names
  • Libby Weyel

View on SEC IAPD

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