Best Investors Account Sign in

Kyle Katz

Ubs Financial Services Inc.

Mt. Laurel, NJ

Philadelphia, PA

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-04
  • NJ RA
    APPROVED
    Since 2026-05-04

Branch Locations

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

1735 Market Street 44Th Floor, Philadelphia, PA 19103 • 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
The Vanguard Group, Inc. Malvern PA 05/2023 12/2024
Coastal Ridge Real Estate Conshohocken PA 08/2020 04/2023
Syracuse University Syracuse NY 08/2016 06/2020
Hatboro Horsham High School Horsham PA 09/2012 09/2016
Pacer Financial, Inc. Malvern PA 01/2025 12/2025
Ubs Financial Services Inc Mount Laurel NJ 01/2026 Present
  • 05/2023 → 12/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2020 → 04/2023
    Coastal Ridge Real Estate
    Conshohocken, PA
  • 08/2016 → 06/2020
    Syracuse University
    Syracuse, NY
  • 09/2012 → 09/2016
    Hatboro Horsham High School
    Horsham, PA
  • 01/2025 → 12/2025
    Pacer Financial, Inc.
    Malvern, PA
  • 01/2026 → Present
    Ubs Financial Services Inc
    Mount Laurel, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-01
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2026-05-01
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21
Other Names
  • Kyle S Katz
  • Kyle Katz
  • Kyle Steven Katz

View on SEC IAPD

More in Mt. Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor