Benjamin Grayson
Financial advisor at UBS Financial Services
At a glance
Services through UBS Financial Services
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.
Career
- Mar 2026 – nowUBS Financial Services Inc.Current firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
About Benjamin
How do I contact Benjamin?
Call UBS Financial Services at 201-352-3000 and ask for Benjamin Grayson. Benjamin works from the Weehawken, NJ office.
How long has Benjamin been a financial advisor?
Benjamin is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.