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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 | 2025-10-15 |
Branch Locations
11 Madison Avenue, New York, NY 10010 • United States
1200 Harbor Boulevard, 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 | 08/2025 | Present |
| Ubs Financial Services, Inc | Weehawken | NJ | 06/2024 | 08/2024 |
| Nbcuniversal Inc | New York | NY | 09/2023 | 04/2024 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2024 | 05/2025 |
| Carnegie Mellon University | Pittsburgh | PA | 01/2023 | 05/2023 |
| Nyc Department Of Education | New York | NY | 01/2021 | 04/2021 |
| Yummy Sushi Restaurant | New York | NY | 03/2017 | 02/2020 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2021 | 05/2025 |
| Eleanor Roosevelt High School | New York | NY | 09/2018 | 06/2021 |
| N.Y.C. Lab School For Collaborative Studies | New York | NY | 09/2017 | 06/2018 |
| Robert F Wagner Middle School | New York | NY | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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