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Hannah Grace O'SHea

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7890515

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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
NY RA APPROVED 2026-03-19
NJ RA APPROVED 2026-01-06
  • NY RA
    APPROVED
    Since 2026-03-19
  • NJ RA
    APPROVED
    Since 2026-01-06

Branch Locations

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

1285 Avenue Of The Americas 15 Thru 18Th Floors, New York, NY 10019 • 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
Ubs Financial Services Inc. Weehawken NJ 08/2025 Present
American Yacht Club Rye NY 12/2020 08/2024
University Of Richmond Richmond VA 08/2021 05/2025
School Of The Holy Child Rye NY 08/2015 06/2021
  • 08/2025 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 12/2020 → 08/2024
    American Yacht Club
    Rye, NY
  • 08/2021 → 05/2025
    University Of Richmond
    Richmond, VA
  • 08/2015 → 06/2021
    School Of The Holy Child
    Rye, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03
Other Names
  • Hannah G Oshea

View on SEC IAPD

Nearby Firms

ALPHA FINANCIAL ADVISORS, LLC
EQUITABLE ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC

Nearby Investors

Janice A McGunnigle
ANN MARIE REILLEY
HENRY NICHOLSON BARRINGER

Nearby Offices

ALPHA FINANCIAL ADVISORS, LLC · CHARLOTTE, NC
UBS FINANCIAL SERVICES INC. · CHARLOTTE, NC
EQUITABLE ADVISORS, LLC · CHARLOTTE, NC

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