Meghan Doyle Concilio

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2024 → 08/2024
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2021 → 05/2025
  Bucknell University
  Lewisburg, PA
• 05/2018 → 08/2018
  Ridgewood Country Club
  Paramus, NJ
• 05/2019 → 08/2019
  Ridgewood Country Club
  Paramus, NJ
• 05/2020 → 08/2020
  Ridgewood Country Club
  Paramus, NJ
• 05/2021 → 08/2021
  Ridgewood Country Club
  Paramus, NJ
• 05/2022 → 08/2022
  Ridgewood Country Club
  Paramus, NJ
• 09/2017 → 06/2021
  Ridgewood High School
  Ridgewood, NJ
• 09/2014 → 06/2017
  George Washington Middle School
  Ridgewood, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-20