Felipe Andre Zegarra

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-11-10

NJ RA
APPROVED

Since 2025-11-10

Branch Locations

501 Fellowship Road, Mt. Laurel, NJ 08054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Mount Laurel	NJ	06/2018	03/2021
California State University	Chico	CA	08/2014	05/2018
Joinsolar	Chico	CA	02/2018	03/2018
Northwestern Mutual	Princeton	NJ	06/2017	02/2018
Morgan Stanley Private Bank, N.A.	New York	NY	09/2018	03/2021
The Vanguard Group, Inc.	Malvern	PA	06/2021	10/2025
Ubs Financial Services Inc.	Mount Laurel	NJ	10/2025	Present

06/2018 → 03/2021

Morgan Stanley

Mount Laurel, NJ
08/2014 → 05/2018

California State University

Chico, CA
02/2018 → 03/2018

Joinsolar

Chico, CA
06/2017 → 02/2018

Northwestern Mutual

Princeton, NJ
09/2018 → 03/2021

Morgan Stanley Private Bank, N.A.

New York, NY
06/2021 → 10/2025

The Vanguard Group, Inc.

Malvern, PA
10/2025 → Present

Ubs Financial Services Inc.

Mount Laurel, NJ

Previous Registrations

2021-08-30 → 2025-11-07

Vanguard Advisers, Inc.

Malvern, PA
2018-08-24 → 2021-03-24

Morgan Stanley

Mount Laurel, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-23

S66 Uniform Combined State Law Examination

2018-08-23

Other Names

Felipe Zegarra

View on SEC IAPD