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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 | 2026-02-25 |
Branch Locations
1000 Harbor Boulevard, Weehawken, NJ 07086 • 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 |
| West Essex Middle School | North Caldwell | NJ | 08/2015 | 06/2017 |
| Newark Academy High School | Livingston | NJ | 08/2017 | 06/2021 |
| University Of Miami | Coral Gables | FL | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-22 |
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