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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
| FL | RA | APPROVED | 2025-08-12 |
| NY | RA | APPROVED | 2025-08-12 |
Branch Locations
100 Se 2Nd Street 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Miami | FL | 01/2025 | Present |
| Aon | Miami | FL | 07/2023 | 08/2024 |
| Abans Empresa De Servicios Eventuales Srl | Buenos Aires | 02/2023 | 05/2023 | |
| Ubs | Miami | FL | 07/2022 | 09/2022 |
| Unemployed | Miami | FL | 09/2024 | 01/2025 |
| University Of Miami | Miami | FL | 08/2019 | 12/2022 |
| Christopher Columbus High School | Miami | FL | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
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