Matthew
Montegani

Ubs Financial Services Inc

CRD#7622712
Investment Advisor
in Seal Beach, CA

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About this Advisor

Matthew Montegani is a financial advisor based in Seal Beach, California, working with UBS Financial Services Inc. Matthew has previously held positions at Costco Wholesale, Rizzo Financial Group, Jamba Juice, Arizona State University, and Servite High School. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Matthew is part of UBS Financial Services Inc, which operates out of Seal Beach, California. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and educational seminars. The fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3030 Old Ranch Pkwy Suite 300
Seal Beach, CA 90740

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

CA Average: $10,121,009,343
Total Number of Employees

12,701

CA Average: 92
Total Number of Accounts

1,093,486

CA Average: 6,978
Average Account Size

$642,338

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Matthew Montegani Work History

2020 - Present (4 years)

Costco Wholesale

2022 - 2023 (1 year)

Rizzo Financial Group

2019 - 2023 (4 years)

Arizona State University

2018 - 2019 (1 year)

Jamba Juice

2015 - 2019 (4 years)

Servite High School

2013 - 2015 (2 years)

None

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Montegani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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