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Reid Papafloratos

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

CRD 7921167

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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 2025-09-19
  • NJ RA
    APPROVED
    Since 2025-09-19

Branch Locations

11 Madison Avenue, New York, NY 10010 • United States

1200 Harbor Boulevard, 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 08/2025 Present
Cornell University Ithaca NY 05/2021 05/2025
Bronx High School Of Science Bronx NY 08/2017 05/2021
Baccalaureate School For Global Education Astoria NY 08/2014 08/2017
  • 08/2025 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 05/2021 → 05/2025
    Cornell University
    Ithaca, NY
  • 08/2017 → 05/2021
    Bronx High School Of Science
    Bronx, NY
  • 08/2014 → 08/2017
    Baccalaureate School For Global Education
    Astoria, NY
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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