Amanda
Rubino

Ubs Financial Services Inc

CRD#7263008
Investment Advisor
in Weehawken, NJ

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About this Advisor

Amanda Rubino is a financial advisor based in Weehawken, New Jersey, working with UBS Financial Services Inc. Amanda has previously held positions at UBS Financial Services Inc, Lime Fresh Mexican Grill-West Boca, Rubino Findley, PLLC, and has been a full-time student at the University of Florida and West Boca Raton High School. Amanda has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Amanda is part of UBS Financial Services Inc, which operates out of Weehawken, New Jersey. 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

Series 66

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

Office Location

Lincoln Harbor 1000 and 1200 Lincoln Harbor Blvd
Weehawken, NJ 07086

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

NJ Average: 92
Total Number of Accounts

1,093,486

NJ Average: 6,978
Average Account Size

$642,338

NJ Average: $1,450,417

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

Amanda Rubino Work History

2021 - Present (3 years)

Ubs Financial Services Inc

2021 - 2021 (< 1 year)

Not Seeking Employment

2020 - 2020 (< 1 year)

Ubs Financial Services Inc

2020 - 2020 (< 1 year)

Rubino Findley, Pllc

2018 - 2018 (< 1 year)

Lime Fresh Mexican Grill-West Boca

2017 - 2021 (4 years)

Full-Time Student (University Of Florida)

2013 - 2017 (4 years)

Full-Time Student (West Boca Raton High School)

Disclosures

Please visit the SEC profile of Amanda Rubino 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

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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