Best Investors Account Sign in

Megan Mcbane Mahoney

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

CRD 7718600

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
NY RA APPROVED 2026-03-19
NJ RA APPROVED 2024-09-23
  • NY RA
    APPROVED
    Since 2026-03-19
  • NJ RA
    APPROVED
    Since 2024-09-23

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • 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
Ubs Financial Services Inc New York NY 08/2024 Present
Washington And Lee University Lexington VA 08/2020 05/2024
Rockefeller Capital Management Atlanta GA 06/2022 08/2022
Saint Mary's School Raleigh NC 08/2016 05/2020
Ubs Securities Llc New York NY 06/2023 08/2023
  • 08/2024 → Present
    Ubs Financial Services Inc
    New York, NY
  • 08/2020 → 05/2024
    Washington And Lee University
    Lexington, VA
  • 06/2022 → 08/2022
    Rockefeller Capital Management
    Atlanta, GA
  • 08/2016 → 05/2020
    Saint Mary's School
    Raleigh, NC
  • 06/2023 → 08/2023
    Ubs Securities Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-22
  • S66 Uniform Combined State Law Examination
    2024-07-22

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor