Ethan Grey Lederman
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services, IncJul 2025 to now
- Mjh Life SciencesNov 2023 to Jun 2025
- Party CityJul 2022 to Nov 2023
- American Federation of Aging ResearchJun 2022 to Aug 2022
- AmazonJun 2021 to Aug 2021
- The College of New JerseyAug 2019 to May 2023
- Famous FootwearApr 2019 to Jan 2020
- SonicSep 2018 to Dec 2018
- Quick ChekMay 2017 to Aug 2018
- Collier High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser 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
- 8106321
- Firm CRD
- 8174