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Ryan Smith

Ubs Financial Services Inc.

West Palm Beach, FL

Weehawken, NJ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-31
  • NC RA
    APPROVED
    Since 2026-08-31

Branch Locations

525 Okeechobee Blvd. Suite 1500, West Palm Beach, FL 33401 • United States

1000 & 1200 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
Ubs Financial Services, Inc. West Palm Beach FL 01/2026 Present
Grow Financial Federal Credit Union Tampa FL 06/2023 12/2025
Penske Truck Leasing Co. Reading PA 05/2022 06/2023
University Of South Carolina Columbia SC 08/2021 05/2025
Exeter Township Senior High School Reading PA 08/2017 06/2021
Exeter Township Junior High School Reading PA 08/2015 06/2017
  • 01/2026 → Present
    Ubs Financial Services, Inc.
    West Palm Beach, FL
  • 06/2023 → 12/2025
    Grow Financial Federal Credit Union
    Tampa, FL
  • 05/2022 → 06/2023
    Penske Truck Leasing Co.
    Reading, PA
  • 08/2021 → 05/2025
    University Of South Carolina
    Columbia, SC
  • 08/2017 → 06/2021
    Exeter Township Senior High School
    Reading, PA
  • 08/2015 → 06/2017
    Exeter Township Junior High School
    Reading, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-07
S63 Uniform Securities Agent State Law Examination 2025-06-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-07
  • S63 Uniform Securities Agent State Law Examination
    2025-06-21

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL
CRESSET ASSET MANAGEMENT, LLC · West Palm Beach, FL

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