Angela
Rullo

Ubs Financial Services Inc

CRD#6414203
Investment Advisor
in Boston, MA
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About this Advisor

Angela Rullo is a financial advisor operating out of Boston, Massachusetts, who has 13 years of financial industry experience. Rullo is currently employed by Ubs Financial Services Inc. Over the course of their career, Rullo has held roles at Belmont Manor, University Of Vermont, Fidelity Brokerage Services LLC, Endicott College, Bentley University, Ubs Financial Services, Citizens Securities, Inc, Gwfs Equities, Inc#, Fidelity Investments and Salem High School. Rullo has Series 66 and Series 63 licenses, which qualify them as a securities agent, and is able to operate in Maine. Ubs Financial Services Inc is a company based in Boston, Massachusetts. The company has offices in 369 locations and a total of 13,402 employees. It manages $496 billion in total assets across its 922,927 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 4,543 charities and foundations. Of its 922,927 client accounts, 52% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number 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 fees largely depend on which services are offered. However, fee types billed by Ubs Financial Services Inc can consist of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

13 years

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

Disclosures

No

Office Location

One Post Office Square
Boston, MA 02109

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA Average: $1,450,417

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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 13 years of experience.

2018 - Present (1 year)

Ubs Financial Services

2016 - 2018 (2 years)

Gwfs Equities, Inc#

2015 - 2016 (1 year)

Citizens Securities, Inc

2013 - 2015 (2 years)

Fidelity Brokerage Services LLC

2013 - 2015 (2 years)

Fidelity Investments

2012 - 2012 (< 1 year)

Belmont Manor

2010 - 2013 (3 years)

University Of Vermont

2010 - 2010 (< 1 year)

Bentley University

2009 - 2009 (< 1 year)

Endicott College

2005 - 2009 (4 years)

Salem High School

Disclosures

Angela Rullo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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