Unionbanc Investment Services, LLC

Investment Advisor
in San Diego, CA
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About this Advisor

Anthony Alberico is a certified financial planner who works in San Diego, California, with a total of 13 years of professional experience. Alberico works at Unionbanc Investment Services, LLC. During their career, Alberico has held roles at J.P.Morgan Securities Inc, Jpmorgan Chase Bank and Unionbanc Investment Services. Alberico maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California. Unionbanc Investment Services, LLC is a company operating in San Diego, California. The firm has offices in 347 locations and a total of 634 employees. It oversees $1 billion in total assets among its 4,151 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises 29 charitable organizations. Of its 4,151 accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. Unionbanc Investment Services, LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on the type of financial services provided. However, fee types charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets



Office Location

530 B Street, Suite 2400
San Diego, CA 92101

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Alberico Work History

Anthony has 13 years of experience.

2015 - Present (4 years)

Unionbanc Investment Services

2009 - 2015 (6 years)

J.P.Morgan Securities Inc

2005 - 2014 (9 years)

Jpmorgan Chase Bank


Anthony Alberico has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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