Daniel Zinn

Ubs Financial Services Inc.

CRD 7955985

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-11-18

NJ RA
APPROVED

Since 2024-11-18

Branch Locations

1000 & 1200 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

Organization	City	State	From	To
Bevenutti Gelato	Montclair	NJ	06/2021	08/2021
Drea.mEd Diabetes	Petah Tikvah		06/2022	08/2022
Beyond Type 1	San Mateo	CA	06/2023	08/2023
Tulane University	New Orleans	LA	08/2020	05/2024
Montclair Kimberly Academy	Montclair	NJ	09/2015	06/2020
Ubs Financial Services Inc.	Weehawken	NJ	07/2024	Present

06/2021 → 08/2021

Bevenutti Gelato

Montclair, NJ
06/2022 → 08/2022

Drea.mEd Diabetes

Petah Tikvah
06/2023 → 08/2023

Beyond Type 1

San Mateo, CA
08/2020 → 05/2024

Tulane University

New Orleans, LA
09/2015 → 06/2020

Montclair Kimberly Academy

Montclair, NJ
07/2024 → Present

Ubs Financial Services Inc.

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-15

S66 Uniform Combined State Law Examination

2024-11-15

View on SEC IAPD

More in Weehawken, NJ

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