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Qasim Abbas

Ubs Financial Services Inc.

Weehawken, NJ

Washington, DC

CRD 8190385

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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
DC RA APPROVED 2026-08-10
  • DC RA
    APPROVED
    Since 2026-08-10

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

1700 M Street Nm 5Th Floor, Washington, DC 20036 • 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
Ubs Financial Services Inc Washington DC 01/2026 Present
Swish Durham NC 04/2023 01/2026
Morrisville City Council Campaign Morrisville NC 08/2023 11/2023
Target Morrisville NC 08/2022 06/2023
Mathnasium Raleigh NC 06/2020 08/2021
Unemployed Morrisville NC 08/2021 08/2022
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2021 12/2024
Triangle Math And Science Academy Apex NC 08/2015 05/2020
  • 01/2026 → Present
    Ubs Financial Services Inc
    Washington, DC
  • 04/2023 → 01/2026
    Swish
    Durham, NC
  • 08/2023 → 11/2023
    Morrisville City Council Campaign
    Morrisville, NC
  • 08/2022 → 06/2023
    Target
    Morrisville, NC
  • 06/2020 → 08/2021
    Mathnasium
    Raleigh, NC
  • 08/2021 → 08/2022
    Unemployed
    Morrisville, NC
  • 08/2021 → 12/2024
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2015 → 05/2020
    Triangle Math And Science Academy
    Apex, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-13
  • S66 Uniform Combined State Law Examination
    2026-04-13

View on SEC IAPD

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