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Olivia Sanchez Sanchez Mckay

Ubs Financial Services Inc.

Miami, FL

New York, NY

Stamford, CT

Miami, FL

CRD 6837764

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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 2025-02-28
CT RA APPROVED 2025-01-28
NY RA APPROVED 2024-09-02
  • FL RA
    APPROVED
    Since 2025-02-28
  • CT RA
    APPROVED
    Since 2025-01-28
  • NY RA
    APPROVED
    Since 2024-09-02

Branch Locations

100 S.E. 2Nd Street 25Th, Miami, FL 33131 • United States

299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • United States

Stamford, CT • United States

Miami, FL • 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 Miami FL 08/2017 Present
Brown & Brown Insurance Miami Lakes FL 04/2016 08/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-31
  • S66 Uniform Combined State Law Examination
    2024-08-31
Other Names
  • Olivia Elisabeth Sanchez
  • Olivia Sanchez Mckay

View on SEC IAPD

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