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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-09 |
Branch Locations
58 South Service Road Suite 310, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Dominic High School | Oyster Bay | NY | 09/2016 | 06/2020 |
| Long Island University - Post | Greenvale | NY | 09/2020 | 06/2024 |
| St. Pius X Rc Church | Plainview | NY | 09/2017 | 07/2024 |
| New York Community Bank | Hicksville | NY | 06/2022 | 08/2022 |
| Ubs Financial Services, Inc | Melville | NY | 06/2024 | 12/2024 |
| Long Island University - Post | Greenvale | NY | 09/2024 | 05/2025 |
| Ubs Financial Services, Inc | Melville | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
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