Barrett F Mcaree

Ubs Financial Services Inc.

CRD 7843922

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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

Authority	Category	Status	Date
WA	RA	APPROVED	2026-02-24

WA RA
APPROVED

Since 2026-02-24

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • 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

Organization	City	State	From	To
Hoffman Financial Group	Alpharetta	GA	12/2022	08/2023
Ubs	Atlanta	GA	12/2023	05/2024
Truist	Atlanta	GA	06/2024	08/2024
Ubs Financial Services Inc.	Seattle	WA	01/2026	Present
Student	Atlanta	GA	08/2010	12/2025

12/2022 → 08/2023

Hoffman Financial Group

Alpharetta, GA
12/2023 → 05/2024

Ubs

Atlanta, GA
06/2024 → 08/2024

Truist

Atlanta, GA
01/2026 → Present

Ubs Financial Services Inc.

Seattle, WA
08/2010 → 12/2025

Student

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-15
S65	Uniform Investment Adviser Law Examination	2023-07-20

S66 Uniform Combined State Law Examination

2024-05-15
S65 Uniform Investment Adviser Law Examination

2023-07-20

View on SEC IAPD

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