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Claire Rose Weber

Ubs Financial Services Inc.

Marshfield, MA

Boston, MA

CRD 7808281

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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
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Marshfield, MA • United States

One Post Office Square 35Th Floor, 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
Bia Bistro Cohasset MA 05/2021 06/2024
Saint Anselm College Manchester NH 08/2020 05/2024
Ubs Financial Services Stamford CT 09/2023 05/2024
Ubs Financial Servies Boston MA 07/2024 Present
Thayer Academy Braintree MA 08/2016 05/2020
  • 05/2021 → 06/2024
    Bia Bistro
    Cohasset, MA
  • 08/2020 → 05/2024
    Saint Anselm College
    Manchester, NH
  • 09/2023 → 05/2024
    Ubs Financial Services
    Stamford, CT
  • 07/2024 → Present
    Ubs Financial Servies
    Boston, MA
  • 08/2016 → 05/2020
    Thayer Academy
    Braintree, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2025-03-31

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

CHRISTOPHER FOWLER FULTON
JOSEPH TARQUINI
THOMAS ALBERT ZAMAGNI

Nearby Offices

LPL FINANCIAL LLC · MARSHFIELD, MA
EDWARD JONES · Marshfield, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Marshfield, MA

More in Marshfield, MA

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