Matthew Daniel Condon
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services, IncJul 2025 to now
- BNY PershingAug 2023 to Jun 2025
- Rutgers UniversitySep 2022 to May 2023
- Green Key ResourcesJun 2022 to Aug 2022
- Clear River InvestmentsJan 2022 to Jun 2022
- Rutgers FootballMar 2021 to Dec 2021
- Rutgers UniversitySep 2019 to Feb 2021
- Monmouth Heights Swim ClubMay 2019 to Aug 2019
- Christian Brothers AcademySep 2018 to Jun 2019
- Monmouth Heights Swim ClubMay 2018 to Aug 2018
- Christian Brothers AcademySep 2017 to Jun 2018
- Monmouth Heights Swim ClubJun 2017 to Aug 2017
- Goldfish Swim SchoolMay 2017 to Jun 2017
- Christian Brothers AcademySep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7793335
- Firm CRD
- 8174