Donald Richard Hehir

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
NY	RA	APPROVED	2024-05-01

NY RA
APPROVED

Since 2024-05-01

Branch Locations

St. James, NY • United States

58 South Service Road Suite 310, Melville, NY 11747 • 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
Commonwealth Financial Network	Waltham	MA	05/2010	04/2024
Donald Hehir And Associates	Smithtown	NY	05/2010	04/2024
Ubs Financial Services Inc	Melville	NY	05/2024	Present

05/2010 → 04/2024

Commonwealth Financial Network

Waltham, MA
05/2010 → 04/2024

Donald Hehir And Associates

Smithtown, NY
05/2024 → Present

Ubs Financial Services Inc

Melville, NY

Previous Registrations

2021-06-29 → 2024-05-02

Commonwealth Financial Network

Waltham, MA

Islandia, NY

Other Businesses

1. Donald Hehir & Associates, LLC, entity created to operate securities practice, at branch location, investment related. 2. Fixed insurance sales, at branch location, investment related. 3. Notary public; not investment related; conducted at branch location.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-07-15

S63 Uniform Securities Agent State Law Examination

1987-07-15

Designations

Chartered Financial Consultant

Other Names

Donald Richard Heir

View on SEC IAPD