Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-12 |
| NJ | RA | APPROVED | 2024-06-13 |
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 |
|---|---|---|---|---|
| Family Asset Management | Charleston | SC | 03/2023 | 09/2023 |
| Davidson Capital Advisors | Charlotte | NC | 09/2021 | 11/2022 |
| University Of Virginia | Charlottesville | VA | 08/2017 | 07/2021 |
| Phillips Academy Andover | Andover | MA | 09/2013 | 08/2017 |
| Ubs Financial Services Inc | Weehawken | NJ | 01/2024 | Present |
| Unemployed | Roaring Gap | NC | 09/2023 | 01/2024 |
| Unemployed | Roaring Gap | NC | 12/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
Reach out to this advisor