Angela
Rullo
Ubs Financial Services Inc
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About this Advisor
Angela Rullo is a financial advisor based out of Boston, Massachusetts who has 1 year of industry experience. Rullo works at Ubs Financial Services Inc. Their career trajectory has included roles at University Of Vermont, Fidelity Brokerage Services LLC, Citizens Securities, Inc, Gwfs Equities, Inc#, Fidelity Investments, Ubs Financial Services and Ubs Financial Services Inc. Rullo has Series 66 and Series 63 licenses, designating them as a securities representative, and is able to serve investors in New Hampshire. Ubs Financial Services Inc is a financial advisory business operating out of Weehawken, NJ. The investment advisory business has offices in 369 locations and a total of 13,059 employees. It oversees $601 billion in assets between its 1,077,471 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 8,062 charities and foundations. Of its 1,077,471 customer accounts, 65% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a diverse set of services, such as 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$600,808,847,012
13,059
1,077,471
$557,610
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
Angela Rullo Work History
Angela has been registered as a financial advisor for 1 years.*
Ubs Financial Services Inc
Ubs Financial Services
Gwfs Equities, Inc#
Citizens Securities, Inc
Fidelity Brokerage Services LLC
Fidelity Investments
University Of Vermont
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Rullo 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
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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