UBS Financial Services
45yrs
Top advisor by experience in Weehawken
New
Grace Whitty
Financial advisor at UBS Financial Services
Grace Whitty is a fiduciary financial advisor in Weehawken, New Jersey, registered since May 2026. Grace joined UBS Financial Services in 2026, 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
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
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
- May 2026 – nowUBS Financial Services Inc.Current firm
Contact Grace
(201) 352-3000UBS Financial Services main office 1000 & 1200 Harbor Blvd.Weehawken, NJ 07086Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Grace
Tailored to Grace’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Grace
How do I contact Grace?
Call UBS Financial Services at (201) 352-3000 and ask for Grace Whitty. Grace works from the Weehawken, NJ office.
How long has Grace been a financial advisor?
Grace is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Grace hold?
Series 66. Tap any license on this page to see what it allows.
Is Grace a fiduciary?
Grace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grace 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 Grace 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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