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Alexandra Morelli

Ubs Financial Services Inc.

Weehawken, NJ

CRD 7746656

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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
NJ RA APPROVED 2024-09-30
  • NJ RA
    APPROVED
    Since 2024-09-30

Branch Locations

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
American Yacht Club Rye NY 06/2021 08/2024
Ubs Securities Llc New York NY 06/2023 08/2023
Larchmont Yacht Club Larchmont NY 06/2018 08/2020
Ubs Financial Services Inc. New York NY 08/2024 Present
Mamaroneck Highschool Mamaroneck NY 09/2016 06/2020
Hommocks Middle School Mamaroneck NY 08/2013 06/2016
Boston College Boston MA 09/2020 05/2024
  • 06/2021 → 08/2024
    American Yacht Club
    Rye, NY
  • 06/2023 → 08/2023
    Ubs Securities Llc
    New York, NY
  • 06/2018 → 08/2020
    Larchmont Yacht Club
    Larchmont, NY
  • 08/2024 → Present
    Ubs Financial Services Inc.
    New York, NY
  • 09/2016 → 06/2020
    Mamaroneck Highschool
    Mamaroneck, NY
  • 08/2013 → 06/2016
    Hommocks Middle School
    Mamaroneck, NY
  • 09/2020 → 05/2024
    Boston College
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-29
  • S66 Uniform Combined State Law Examination
    2024-09-29
Other Names
  • Alexandra Faith Morelli

View on SEC IAPD

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