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Liana Danyel Shapiro

Ubs Financial Services Inc.

Weehawken, NJ

Ft. Lauderdale, FL

CRD 8207837

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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
FL RA APPROVED 2026-07-14
  • FL RA
    APPROVED
    Since 2026-07-14

Branch Locations

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

401 East Las Olas Boulevard Las Olas Centre, Ft. Lauderdale, FL 33301 • 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. Ft. Lauderdale FL 01/2026 Present
Auburn University Auburn AL 08/2021 05/2025
High School Dothan AL 08/2015 06/2021
Unemployed Na AL 05/2025 12/2025
  • 01/2026 → Present
    Ubs Financial Services Inc.
    Ft. Lauderdale, FL
  • 08/2021 → 05/2025
    Auburn University
    Auburn, AL
  • 08/2015 → 06/2021
    High School
    Dothan, AL
  • 05/2025 → 12/2025
    Unemployed
    Na, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-23
  • S66 Uniform Combined State Law Examination
    2026-05-23

View on SEC IAPD

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