Patrick
Digiacomo
Ubs Financial Services Inc
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About this Advisor
Patrick Digiacomo is a financial advisor based in Wilmington, Delaware, working with UBS Financial Services Inc. Patrick has previously held positions at Whisman Giordano & Associates, Jamestown Painting Inc, Digiacomo Bookkeeping Associates, LLC, Tres Commas, LLC, and UBS Financial Services Inc. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Florida, Maryland, and Texas. Currently, Patrick is part of UBS Financial Services Inc, which operates out of Wilmington, Delaware. 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
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
Patrick Digiacomo Work History
Ubs Financial Services Inc
Tres Commas, LLC
Whisman Giordano & Associates
Digiacomo Bookkeeping Associates, LLC
Jamestown Painting Inc
Whisman Giordano & Associates
Disclosures
Please visit the SEC profile of Patrick Digiacomo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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