John Mcgreevy Renaghan
Investment adviser representative at UBS Financial Services Inc.
14 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
14 years in the industry.
- UBS Financial Services, IncOct 2025 to now
- Broderick's Flower ShopJun 2025 to Jul 2025
- Hudson Wealth PartnersJun 2024 to Aug 2024
- FacilipayJun 2023 to Aug 2023
- Camp SerendipityJun 2022 to Aug 2022
- Bucknell UniversityAug 2021 to May 2025
- Camp SerendipityJun 2021 to Aug 2021
- Northern Valley Regional High School Old TappanSep 2018 to Jun 2021
- Harrington Park School DistrictSep 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8144556
- Firm CRD
- 8174