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 investment advisor who lives in Peabody, Massachusetts. Currently a registered financial advisor at Ubs Financial Services Inc, Calabro has 11 years of work experience as a financial advisor. Calabro holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Calabro can operate in California. Calabro has worked their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Peabody, Massachusetts, and operates out of 369 locations in the country. As a company, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and employs more than 13,402 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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

11 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 11 years of experience.

2007 - Present (12 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

Debra Noble
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Micaela Murphy
La Jolla, CA
Kory Frost
Farmington, MI
Felicia Chang
Pasadena, CA
Chester Wang
Boulder, CO
Juliana Trovato
Florham Park, NJ
Brent Barnhart
Birmingham, MI

This content was compiled from the SEC and FINRA.

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