Ubs Financial Services Inc

Investment Advisor
in Florham Park, NJ

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About this Advisor

Juliana Trovato is a financial advisor who works in Florham Park, New Jersey, who has been in the industry for 10 years. Trovato is an advisor for Ubs Financial Services Inc. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Inc, Can Do Fitness, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Trovato maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Texas. Ubs Financial Services Inc is a financial advisory company based out of Florham Park, New Jersey. The firm has offices in 369 locations and a total of 13,335 financial advisors. It administers $496 billion in assets under management between its 957,738 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,771 charities and foundations. Of its 957,738 client accounts, 56% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a wide array of services, including 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. Financial advisory fees usually vary depending on which services are offered. However, fee types billed by Ubs Financial Services Inc can be comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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



Office Location

500 Campus Drive 2Nd Floor
Florham Park, NJ 07932

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


NJ Average: 92
Total Number of Accounts


NJ Average: 6,978
Average Account Size


NJ 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

Juliana Trovato Work History

Juliana has 11 years of experience.

2012 - Present (8 years)

Ubs Financial Services Inc

2010 - 2010 (< 1 year)

Morgan Stanley Smith Barney, Inc

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

Can Do Fitness


Juliana Trovato has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Eric Ayarzagoitia Trevino
San Antonio, TX
Magda Malinowski
Chicago, IL
Christopher Albanese
Weehawken, NJ
Fay Fruin-Jameson
Los Gatos, CA
Richard Grow
Charlotte, NC
Kimberly Sampson
Fort Lauderdale, FL
Gregory Miller
Newtown, PA

This content was compiled from the SEC and FINRA.

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