Best Investors Account Sign in

Dimosthenis Tsakiris

Ubs Financial Services Inc.

Mt. Laurel, NJ

CRD 6802783

Claim This Profile
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
PA RA APPROVED 2025-06-10
TX RA APPROVED_RES 2025-06-07
FL RA APPROVED 2025-06-06
NJ RA APPROVED 2022-03-03
  • PA RA
    APPROVED
    Since 2025-06-10
  • TX RA
    APPROVED_RES
    Since 2025-06-07
  • FL RA
    APPROVED
    Since 2025-06-06
  • NJ RA
    APPROVED
    Since 2022-03-03

Branch Locations

501 Fellowship Road, Mt. Laurel, NJ 08054 • 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
Morgan Stanley Mount Laurel NJ 06/2017 02/2022
Marble & Tile Outlet Llc Philadelphia PA 08/2015 06/2017
Ubs Financial Services Inc. Mt. Laurel NJ 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-04
  • S66 Uniform Combined State Law Examination
    2021-06-04
Other Names
  • Dean Tsakiris

View on SEC IAPD

More in Mt. Laurel, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor