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Laini Sweifach

Ubs Financial Services Inc.

Weehawken, NJ

CRD 7911167

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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
NJ RA APPROVED 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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 06/2024 08/2024
Scs Financial Boston MA 01/2023 06/2023
The Human Factor Boston MA 05/2022 10/2022
Crunch Fitness Morristown NJ 06/2022 07/2023
Ubs Financial Services, Inc Weehawken NJ 08/2025 Present
Playabowls Denville NJ 09/2019 05/2021
American Eagle Outfitters Tannersville PA 06/2019 08/2019
Mountain Lakes High School Mountain Lakes NJ 08/2017 05/2021
Gottesman Rtw Academy Randolph NJ 09/2010 06/2017
Northeastern University Boston MA 08/2021 08/2025
  • 06/2024 → 08/2024
    Ubs Financial Services, Inc
    Weehawken, NJ
  • 01/2023 → 06/2023
    Scs Financial
    Boston, MA
  • 05/2022 → 10/2022
    The Human Factor
    Boston, MA
  • 06/2022 → 07/2023
    Crunch Fitness
    Morristown, NJ
  • 08/2025 → Present
    Ubs Financial Services, Inc
    Weehawken, NJ
  • 09/2019 → 05/2021
    Playabowls
    Denville, NJ
  • 06/2019 → 08/2019
    American Eagle Outfitters
    Tannersville, PA
  • 08/2017 → 05/2021
    Mountain Lakes High School
    Mountain Lakes, NJ
  • 09/2010 → 06/2017
    Gottesman Rtw Academy
    Randolph, NJ
  • 08/2021 → 08/2025
    Northeastern University
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-16
  • S66 Uniform Combined State Law Examination
    2025-08-16

View on SEC IAPD

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