TrueAdvisor
TrueAdvisor
AO
AO

A Anthony Olivetti

UBS Financial Services INC.
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
UBS Financial Services INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9200 advisors
Number of Clients
1,134,581 clients
Average Client Portfolio
$713K average
Assets Under Management
$808.8B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$10,000

Location

299 Park Avenue, 8th,9th and 11th floor, New York, NY, 10171

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
UBS Financial Services INC.
February 2014 - Present · 12 yrs
UBS Financial Services INC.Broker
October 2013 - Present · 12 yrs 4 mos
State Registrations27 states
AKAZCACOCTDCDEFLGAIDILINMAMDMINCNJNYOHORPASCTNTXUTVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.