Unclaimed Profile

Kenneth M Townley

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 57TO, Series 63, Series 79TOClean recordUBS FINANCIAL SERVICES INC.

1200 HARBOR BOULEVARD, WEEHAWKEN, NJ 07086CRD# 1389360Firm CRD# 8174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth M Townley · WEEHAWKEN, NJ

Registration

CRD #1389360 · UBS FINANCIAL SERVICES INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 57TO

Series 63

Series 79TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UBS FINANCIAL SERVICES INC.

CRD 8174 · SEC 801-7163

AUM

$702.4B

Regulatory assets under management

Employees

12,701

1,093,486 client accounts

Services offered by UBS FINANCIAL SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Educational seminars/workshops

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at UBS FINANCIAL SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Kenneth M Townley offer?

Kenneth M Townley specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in WEEHAWKEN, New Jersey for a consultation.

What are Kenneth M Townley's credentials?

Kenneth M Townley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth M Townley located?

Kenneth M Townley is based in WEEHAWKEN, New Jersey, working with UBS FINANCIAL SERVICES INC.. Their office serves clients in the WEEHAWKEN metropolitan area and surrounding communities.

How does Kenneth M Townley charge for services?

Kenneth M Townley's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UBS FINANCIAL SERVICES INC.?

UBS FINANCIAL SERVICES INC. has approximately 12701 employees and manages $702.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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