Sean Sheikowitz
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services, Inc.May 2025 to now
- J.P. Morgan Securities LLCAug 2024 to May 2025
- JPMorgan Chase Bank, N.A.Aug 2024 to May 2025
- UnemployedJun 2024 to Jul 2024
- Wasserman Next GenJan 2024 to May 2024
- Ruby & JennaJun 2023 to Aug 2023
- Blueprint Test PrepApr 2023 to Dec 2023
- The Law Office of Corrado & Martella, P.C.May 2022 to Dec 2022
- Bergen County Commissioner Vice Chairwoman Tracy ZurJul 2021 to Aug 2021
- The Democratic Committee of Bergen CountyJul 2021 to Aug 2021
- Paramount Country ClubJun 2021 to Aug 2021
- Emory UniversityAug 2020 to May 2024
- Paramount Country ClubJul 2020 to Jul 2020
- UnemployedSep 2019 to Jul 2020
- Tyler Hill CampJun 2019 to Aug 2019
- UnemployedAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7977916
- Firm CRD
- 8174