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Emma Claire Wujek

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

CRD 7842218

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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 2024-09-26
  • NJ RA
    APPROVED
    Since 2024-09-26

Branch Locations

11 Madison Avenue, New York, NY 10010 • United States

1200 Harbor Boulevard, 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
Beyond Juicery & Eatery Grosse Pointe Farms MI 06/2021 08/2021
The Campus Agency Wayne PA 08/2022 12/2022
Wujek Calcaterra & Sons Sterling Heights MI 06/2022 08/2022
Ubs Financial Services Inc Weehawken NJ 01/2024 Present
Villanova University Villanova PA 08/2019 05/2023
University Liggett School Grosse Pointe Woods MI 09/2015 06/2019
Unemployed Grosse Pointe Farms MI 06/2023 12/2023
  • 06/2021 → 08/2021
    Beyond Juicery & Eatery
    Grosse Pointe Farms, MI
  • 08/2022 → 12/2022
    The Campus Agency
    Wayne, PA
  • 06/2022 → 08/2022
    Wujek Calcaterra & Sons
    Sterling Heights, MI
  • 01/2024 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
  • 08/2019 → 05/2023
    Villanova University
    Villanova, PA
  • 09/2015 → 06/2019
    University Liggett School
    Grosse Pointe Woods, MI
  • 06/2023 → 12/2023
    Unemployed
    Grosse Pointe Farms, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
  • S66 Uniform Combined State Law Examination
    2024-09-24

View on SEC IAPD

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