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Schuyler Woodard Edie

Investment Adviser Representative at UBS Financial Services Inc.

New York, NYCRD #7761339Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Schuyler Woodard Edie is an investment adviser representative with UBS Financial Services Inc. in New York, NY, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.

Office

299 Park Ave, 26th Floor
New York, NY 10171

Advisors at this office: 131

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
36 states and territories

Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/10/2025
Series 7
General Securities Representative Examination
Passed 3/8/2025
SIE
Securities Industry Essentials Examination
Passed 10/19/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

UBS Financial Services Inc.Current
5/10/2025 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services
    Jun 2024 – no end date reportedNew York, NY
  2. Goldman Sachs
    Jun 2023 – Aug 2023Boston, MA
  3. The 'Quin House
    Jun 2022 – Aug 2022Boston, MA
  4. The Landing
    Jun 2021 – Aug 2021Newport, RI
  5. The Landing
    Jun 2020 – Aug 2020Newport, RI
  6. Dedham Country Day Camp
    Jun 2019 – Aug 2019Dedham, MA
  7. Tufts University
    Aug 2019 – Dec 2023Somerville, MA
  8. Noble and Greenough School
    Aug 2014 – May 2019Dedham, MA
  9. Unemployed
    Jan 2024 – Jun 2024Dedham, MA

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About UBS Financial Services Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersSecurity Ratings and PricingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9,380
Offices listed on AdvisorFinder:
26
Main office:
Weehawken, NJ
SEC file number:
801-7163

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

Other advisors at UBS Financial Services Inc.

Showing 12 of 9,380 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Schuyler Woodard Edie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Schuyler Woodard Edie (UBS Financial Services)