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William Patrick Frey

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey
SIE, Series 27, Series 99TOClean recordUBS FINANCIAL SERVICES INC.
1200 HARBOR BOULEVARD, WEEHAWKEN, NJ 07086CRD# 2369814Firm CRD# 8174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Patrick Frey · WEEHAWKEN, NJ
Registration
CRD #2369814 · UBS FINANCIAL SERVICES INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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04

Frequently Asked Questions

What services does William Patrick Frey offer?
William Patrick Frey specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in WEEHAWKEN, New Jersey for a consultation.
What are William Patrick Frey's credentials?
William Patrick Frey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Patrick Frey located?
William Patrick Frey 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 William Patrick Frey charge for services?
William Patrick Frey'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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Other Advisors at UBS FINANCIAL SERVICES INC.

Brent Henricksen Taylor
WEEHAWKEN, NJ
John J. Brown
WEEHAWKEN, NJ
John Jerome Iii Mcdermott
WEEHAWKEN, NJ
Catherine Ann Newcomb
WEEHAWKEN, NJ
Edvard Olsen
WEEHAWKEN, NJ
Helene Narcy
WEEHAWKEN, NJ

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Browse by Specialty

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Research
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