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Tristan Michael Tritt

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

CRD 7749088

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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
NJ RA APPROVED 2024-05-13
  • NJ RA
    APPROVED
    Since 2024-05-13

Branch Locations

11 Madison Avenue, New York, NY 10010 • United States

1000 Harbor Blvd 3Rd Floor, 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 Weehawken NJ 07/2023 Present
Brinker Capital Investment Berwyn PA 05/2022 08/2022
Congressmen Brain Fitzpatrick Newtown PA 09/2020 08/2021
Lafayette College Easton PA 08/2019 05/2023
Notre Dame High School Lawrenceville NJ 08/2015 06/2019
  • 07/2023 → Present
    Ubs Financial Services, Inc
    Weehawken, NJ
  • 05/2022 → 08/2022
    Brinker Capital Investment
    Berwyn, PA
  • 09/2020 → 08/2021
    Congressmen Brain Fitzpatrick
    Newtown, PA
  • 08/2019 → 05/2023
    Lafayette College
    Easton, PA
  • 08/2015 → 06/2019
    Notre Dame High School
    Lawrenceville, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10

View on SEC IAPD

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