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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
312 Walnut Street Suite 3300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Cincinnati | OH | 01/2026 | Present |
| Xavier University | Cincinnati | OH | 08/2013 | 05/2017 |
| Feg Investment Advisors | Cincinnati | OH | 07/2017 | 05/2022 |
| Foster & Motley | Cincinnati | OH | 05/2022 | 10/2025 |
| Unemployed | Cincinnati | OH | 05/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-28 |
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