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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 | 2026-03-19 |
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, 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 |
| Community Impact At Columbia University | New York | NY | 10/2024 | 05/2025 |
| Ubs Financial Services Inc. | Weehawken | NJ | 06/2024 | 08/2024 |
| Columbia Undergraduate Business Scholars | New York | NY | 09/2023 | 05/2024 |
| South Bronx Food Hub Collective | Bronx | NY | 07/2023 | 11/2023 |
| Innorik | New York | NY | 06/2022 | 08/2022 |
| Jp Morgan Chase | New York | NY | 07/2021 | 08/2021 |
| Columbia University | New York | NY | 09/2021 | 05/2025 |
| Central Park East High School | New York | NY | 09/2017 | 06/2021 |
| Junior High School 118 William W. Niles | Bronx | NY | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
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