Kevin Wilczek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Ubs Financial Services Inc.
  Charlotte, NC
• 06/2024 → 08/2024
  Johnson And Johnson
  New Brunswick, NJ
• 08/2024 → 12/2025
  Ember And Eagle / The Tillinghouse
  Eatontown, NJ
• 07/2023 → 05/2024
  The Loaded Spoon
  Freehold, NJ
• 01/2026 → Present
  Bradshaw Social House
  Charlotte, NC
• 06/2021 → 08/2022
  West Motor Freight
  Kearny, NJ
• 08/2020 → 03/2021
  Pizza And Pasta Factory
  Marlboro, NJ
• 06/2018 → 08/2018
  Marlboro Recreation Camp
  Marlboro, NJ
• 06/2019 → 08/2019
  Marlboro Recreation Camo
  Marlboro, NJ
• 09/2015 → 06/2017
  Marlboro Memorial Middle School
  Marlboro, NJ
• 09/2017 → 06/2021
  Marlboro High School
  Marlboro, NJ
• 08/2021 → 12/2021
  Hillsborough Community College
  Tampa, FL
• 01/2022 → 05/2022
  University Of Tampa
  Tampa, FL
• 09/2022 → 05/2023
  Brookdale Community College
  Lincroft, NJ
• 09/2023 → 05/2025
  Rutgers Business School
  New Brunswick, NJ

Other Businesses

Bartender at Bradshaw Social House (bar) Not Investment related Started Jan 2026 5-15 hours a week

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14