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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2007-10-12 |
| NJ | RA | APPROVED | 2002-04-05 |
Branch Locations
100 Overlook Center Suite 400, Princeton, NJ 08540 • United States
100 Overlook Center Suite 303, Princeton, NJ 08540 • United States
New Hope, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Princeton | NJ | 07/2000 | Present |
DEBLYCE LLC / 201 N MAIN ST NEW HOPE,PA 18938 / COMPANY/ REAL ESTATE / RENTAL REAL ESTATE / PARTNER / OWNER/OPERATOR/LANDLORD / START DATE 2/1/2007 Kehilat Hanahar, Finance Chairperson, Member of a committee with management / supervisor functions, reconcile budget assist in fund raising efforts, start date-12/10/2017, New Hope PAUnited States-18938
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-08 |
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