UBS Financial Services
45yrs
Top advisor by experience in Weehawken
11yrs
Based in Weehawken, New Jersey, Ryan Casey is a fiduciary financial advisor with 11 years of industry experience. Ryan joined UBS Financial Services in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
Experience11 years (since 2015)
How that compares ?More experience than 60% of advisors in Weehawken
Office1000 & 1200 Harbor Blvd., 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
- 2015 – nowUBS Financial Services Inc.Current firm
Questions to ask Ryan
Tailored to Ryan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call UBS Financial Services at 201-352-3000 and ask for Ryan Casey. Ryan works from the Weehawken, NJ office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2015, about 11 years. More experience than 60% of advisors in Weehawken.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan 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 Ryan 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.
Other advisors nearby
UBS Financial Services
44yrs
Top 1% by experience in Weehawken
UBS Financial Services
44yrs
Top 1% by experience in Weehawken
UBS Financial Services
44yrs
Top 1% by experience in Weehawken
UBS Financial Services
42yrs
Top 1% by experience in Weehawken
UBS Financial Services
42yrs
Top 1% by experience in Weehawken