UBS Financial Services
45yrs
Top advisor by experience in Weehawken
20yrs
David Ricker
Financial advisor at UBS Financial Services
Based in Weehawken, New Jersey, David Ricker is a fiduciary financial advisor with 20 years of industry experience. David has been with UBS Financial Services since 2017; before that, David spent 11 years at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 653 advisors with offices in Weehawken, and one of 627 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 21% by experience in Weehawken
Office1000 Harbor Boulevard, Weehawken, NJ 07086
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowUBS Financial Services Inc.Current firm
- 2006 – 2017MerrillPreviously
Contact David
(201) 352-3000UBS Financial Services main office 1000 Harbor BoulevardWeehawken, NJ 07086Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call UBS Financial Services at (201) 352-3000 and ask for David Ricker. David works from the Weehawken, NJ office.
How long has David been a financial advisor?
David has been in the industry since 2006, about 20 years. Top 21% by experience in Weehawken.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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