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Bryan Osmar Contreras

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

CRD 7735539

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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
NY RA APPROVED 2026-03-19
NJ RA APPROVED 2024-09-11
  • NY RA
    APPROVED
    Since 2026-03-19
  • NJ RA
    APPROVED
    Since 2024-09-11

Branch Locations

1285 Avenue Of The Americas 20Th Floor, New York, NY 10171 • United States

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
OrganizationCityStateFromTo
Dc Skydiving Center Midland VA 05/2017 08/2021
University Of Virginia Rotunda Services Charlottesville VA 09/2021 05/2024
Ernst & Young Tyson's Corner VA 06/2022 08/2022
Ubs Financial Services Weehawken VA 06/2023 08/2023
Ubs Financial Services Inc Weehawken VA 08/2024 Present
Liberty High School Bealeton VA 08/2016 05/2020
Taylor Middle School Warrenton VA 08/2013 05/2016
  • 05/2017 → 08/2021
    Dc Skydiving Center
    Midland, VA
  • 09/2021 → 05/2024
    University Of Virginia Rotunda Services
    Charlottesville, VA
  • 06/2022 → 08/2022
    Ernst & Young
    Tyson's Corner, VA
  • 06/2023 → 08/2023
    Ubs Financial Services
    Weehawken, VA
  • 08/2024 → Present
    Ubs Financial Services Inc
    Weehawken, VA
  • 08/2016 → 05/2020
    Liberty High School
    Bealeton, VA
  • 08/2013 → 05/2016
    Taylor Middle School
    Warrenton, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
  • S66 Uniform Combined State Law Examination
    2024-08-09
Other Names
  • Bryan Contreras

View on SEC IAPD

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