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Alexandre Selim Zilkha

Ubs Financial Services Inc.

Weehawken, NJ

New York, NY

CRD 7909028

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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
NC RA APPROVED 2025-10-01
NY RA APPROVED 2025-07-01
NJ RA APPROVED 2024-09-23
  • NC RA
    APPROVED
    Since 2025-10-01
  • NY RA
    APPROVED
    Since 2025-07-01
  • NJ RA
    APPROVED
    Since 2024-09-23

Branch Locations

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

299 Park Avenue 8Th, 9Th, & 11Th Floors, New York, NY 10171 • 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
Mintz Levin New York NY 06/2017 07/2017
Magic Sliders, Lp White Plains NY 07/2017 08/2017
Klingenstein & Fields Wealth Advisors New York NY 06/2018 08/2018
Williams College History Department Williamstown MA 10/2018 05/2019
Klingenstein & Fields Wealth Advisors New York NY 06/2019 08/2019
Williams College History Department Williamstown MA 09/2019 03/2020
White Star Capital New York NY 06/2020 08/2020
Boyar Value Group New York NY 10/2020 01/2022
Lil' Birdie Restaurant Sag Harbor NY 01/2022 10/2023
Blanc Et Rouge New York NY 05/2024 06/2024
Williams College Williamstown MA 09/2016 06/2020
Ubs Financial Services Inc. Weehawken NJ 07/2024 Present
Zilkha Investments New York NY 01/2024 03/2024
  • 06/2017 → 07/2017
    Mintz Levin
    New York, NY
  • 07/2017 → 08/2017
    Magic Sliders, Lp
    White Plains, NY
  • 06/2018 → 08/2018
    Klingenstein & Fields Wealth Advisors
    New York, NY
  • 10/2018 → 05/2019
    Williams College History Department
    Williamstown, MA
  • 06/2019 → 08/2019
    Klingenstein & Fields Wealth Advisors
    New York, NY
  • 09/2019 → 03/2020
    Williams College History Department
    Williamstown, MA
  • 06/2020 → 08/2020
    White Star Capital
    New York, NY
  • 10/2020 → 01/2022
    Boyar Value Group
    New York, NY
  • 01/2022 → 10/2023
    Lil' Birdie Restaurant
    Sag Harbor, NY
  • 05/2024 → 06/2024
    Blanc Et Rouge
    New York, NY
  • 09/2016 → 06/2020
    Williams College
    Williamstown, MA
  • 07/2024 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 01/2024 → 03/2024
    Zilkha Investments
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-19
  • S66 Uniform Combined State Law Examination
    2024-09-19

View on SEC IAPD

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