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Charlotte O'NEill Raine

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7903887

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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 2025-09-17
  • NY RA
    APPROVED
    Since 2026-03-19
  • NJ RA
    APPROVED
    Since 2025-09-17

Branch Locations

1200 Harbor Boulevard, Weehawken, NJ 07086 • UNITED STATES

1285 Avenue Of The Americas, 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
Emory University Goizueta Business School Atlanta GA 08/2024 05/2025
Emory University Atlanta GA 08/2021 05/2025
Constantinople & Vallone Consulting New York NY 06/2022 07/2022
Esf Summer Camps Greenwich CT 06/2021 07/2021
Choate Rosemary Hall Wallingford CT 09/2017 05/2021
Greenwich Academy Greenwich CT 09/2013 06/2017
Ubs Financial Services, Inc Weehawken NJ 06/2024 08/2024
  • 08/2025 → Present
    Ubs Financial Services, Inc
    Weehawken, NJ
  • 08/2024 → 05/2025
    Emory University Goizueta Business School
    Atlanta, GA
  • 08/2021 → 05/2025
    Emory University
    Atlanta, GA
  • 06/2022 → 07/2022
    Constantinople & Vallone Consulting
    New York, NY
  • 06/2021 → 07/2021
    Esf Summer Camps
    Greenwich, CT
  • 09/2017 → 05/2021
    Choate Rosemary Hall
    Wallingford, CT
  • 09/2013 → 06/2017
    Greenwich Academy
    Greenwich, CT
  • 06/2024 → 08/2024
    Ubs Financial Services, Inc
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-05
  • S66 Uniform Combined State Law Examination
    2025-08-05
Other Names
  • Charlotte Oneill Raine

View on SEC IAPD

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