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Elizabeth Rose Furfari

Ubs Financial Services Inc.

Wrentham, MA

Boston, MA

CRD 7729012

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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
CT RA APPROVED 2024-08-30
TX RA APPROVED 2024-08-26
  • CT RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-08-26

Branch Locations

Wrentham, MA • United States

One Post Office Square, Boston, MA 02109 • 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 Boston MA 05/2023 Present
Brown Brothers Harriman Boston MA 09/2022 04/2023
Unemployed Wrentham MA 05/2022 09/2022
Livfree Fairfield CT 10/2021 05/2022
Unemployed - Full Time Student Fairfield CT 08/2021 10/2021
Whole Foods Market Bellingham MA 06/2021 08/2021
Sacred Heart University Fairfield CT 08/2020 05/2021
Unemployed - Full Time Student Fairfield CT 08/2019 08/2020
Tory Burch Wrentham MA 06/2019 08/2019
Answer Is Fitness Foxboro MA 05/2019 07/2019
Unemployed - Full Time Student Wrentham MA 01/2013 05/2019
  • 05/2023 → Present
    Ubs
    Boston, MA
  • 09/2022 → 04/2023
    Brown Brothers Harriman
    Boston, MA
  • 05/2022 → 09/2022
    Unemployed
    Wrentham, MA
  • 10/2021 → 05/2022
    Livfree
    Fairfield, CT
  • 08/2021 → 10/2021
    Unemployed - Full Time Student
    Fairfield, CT
  • 06/2021 → 08/2021
    Whole Foods Market
    Bellingham, MA
  • 08/2020 → 05/2021
    Sacred Heart University
    Fairfield, CT
  • 08/2019 → 08/2020
    Unemployed - Full Time Student
    Fairfield, CT
  • 06/2019 → 08/2019
    Tory Burch
    Wrentham, MA
  • 05/2019 → 07/2019
    Answer Is Fitness
    Foxboro, MA
  • 01/2013 → 05/2019
    Unemployed - Full Time Student
    Wrentham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-25
  • S66 Uniform Combined State Law Examination
    2024-08-25

View on SEC IAPD

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