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Avery Perry

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7902013

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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 2025-09-22
  • NY RA
    APPROVED
    Since 2026-03-19
  • NJ RA
    APPROVED
    Since 2025-09-22

Branch Locations

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

1285 Avenue Of The Americas 38Th Floor, 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
Cruz Companies Roxbury MA 06/2021 08/2022
Pwc Boston MA 06/2022 08/2022
City Of Fitchburg Fitchburg MA 06/2019 08/2020
Morgan Stanley Boston MA 08/2024 05/2025
D'ANgelos Fitchburg MA 10/2020 05/2021
Ubs Financial Services Inc. Weehawken NJ 08/2025 Present
Bentley University Waltham MA 10/2022 05/2025
Unemployed Na MA 01/2015 06/2019
  • 06/2021 → 08/2022
    Cruz Companies
    Roxbury, MA
  • 06/2022 → 08/2022
    Pwc
    Boston, MA
  • 06/2019 → 08/2020
    City Of Fitchburg
    Fitchburg, MA
  • 08/2024 → 05/2025
    Morgan Stanley
    Boston, MA
  • 10/2020 → 05/2021
    D'ANgelos
    Fitchburg, MA
  • 08/2025 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 10/2022 → 05/2025
    Bentley University
    Waltham, MA
  • 01/2015 → 06/2019
    Unemployed
    Na, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-20
Other Names
  • Avery Diante Perry

View on SEC IAPD

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