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John William Kuczarski

Ubs Financial Services Inc.

Mountain Lakes, NJ

Weehawken, NJ

CRD 6773798

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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 2017-10-03
  • NJ RA
    APPROVED
    Since 2017-10-03

Branch Locations

Mountain Lakes, NJ • United States

Lincoln Harbor 1000 & 1200 Lincoln 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
Indeed.cOm Stamford CT 07/2014 04/2017
Talentwave (Ubs Temp Agency) Weehawken NJ 04/2017 07/2017
Ubs Financial Services Weehawken NJ 07/2017 Present
  • 07/2014 → 04/2017
    Indeed.cOm
    Stamford, CT
  • 04/2017 → 07/2017
    Talentwave (Ubs Temp Agency)
    Weehawken, NJ
  • 07/2017 → Present
    Ubs Financial Services
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-02
  • S66 Uniform Combined State Law Examination
    2017-10-02
Designations
  • Certified Financial Planner
Other Names
  • John Kuczarski

View on SEC IAPD

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