Marco N
Calabro

Ubs Financial Services Inc

CRD#2814052
Investment Advisor
in Peabody, MA

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About this Advisor

Marco N Calabro is an advisor whose office is in Peabody, Massachusetts. Currently a registered investment advisor with Ubs Financial Services Inc, Calabro has 12 years of practice as a financial advisor. Calabro maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Calabro is registered to work with investors based out of California. Calabro has worked their career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 other offices across the country. As a registered advisory firm, Ubs Financial Services Inc oversees $496 billion in assets across 957,738 accounts and retains more than 13,335 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 500,077 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 56% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Ubs Financial Services Inc offers 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

8 Essex Center Drive 2Nd Floor
Peabody, MA 01960

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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

Marco N Calabro Work History

Marco N has 13 years of experience.

2007 - Present (13 years)

Ubs Financial Services Inc

Disclosures

Marco N Calabro has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Ian Deluke
Rochester, NY
Christopher Albanese
Weehawken, NJ
Evan Bloomberg
Short Hills, NJ
Catherine L. Smith
Portland, ME
Kimberly Sampson
Fort Lauderdale, FL
Samantha Hodgkins
Boston, MA
Thomas Carney
New York, NY
Jordan Winterfeld
Houston, TX

This content was compiled from the SEC and FINRA.

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