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Isabelle Rae Saurer

Ubs Financial Services Inc.

New York, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-28
NY RA APPROVED 2025-01-28
TX RA APPROVED 2025-01-28
VT RA APPROVED 2025-01-28
NJ RA APPROVED 2025-01-20
  • CT RA
    APPROVED
    Since 2025-01-28
  • NY RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28
  • VT RA
    APPROVED
    Since 2025-01-28
  • NJ RA
    APPROVED
    Since 2025-01-20

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • 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
Standish Management Llc Boston MA 01/2021 06/2021
Bain Capital, Lp Boston MA 01/2022 09/2022
Northeastern University Boston MA 09/2019 05/2023
Equinox Boston MA 02/2023 10/2023
Ubs Weehawken NJ 01/2024 Present
Madison High School Madison NJ 06/2014 06/2018
County College Of Morris Randolph NJ 08/2018 07/2019
  • 01/2021 → 06/2021
    Standish Management Llc
    Boston, MA
  • 01/2022 → 09/2022
    Bain Capital, Lp
    Boston, MA
  • 09/2019 → 05/2023
    Northeastern University
    Boston, MA
  • 02/2023 → 10/2023
    Equinox
    Boston, MA
  • 01/2024 → Present
    Ubs
    Weehawken, NJ
  • 06/2014 → 06/2018
    Madison High School
    Madison, NJ
  • 08/2018 → 07/2019
    County College Of Morris
    Randolph, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-18
  • S66 Uniform Combined State Law Examination
    2025-01-18

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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