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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-23 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Weehawken | NJ | 01/2024 | Present |
| Monmouth University | West Long Branch | NJ | 04/2022 | 05/2023 |
| Trump National Golf Club Philadelphia | Pine Hill | NJ | 05/2016 | 09/2022 |
| Monmouth University | West Long Branch | NJ | 09/2018 | 05/2023 |
| Gloucester Catholic High School | Gloucester City | NJ | 09/2014 | 05/2018 |
| N/A | N/A | NJ | 06/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
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