Ubs Financial Services Inc
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About this Advisor
Samuel Gallucci is a certified financial planner who works out of New York, New York, with 11 years of work experience. Gallucci currently works for Ubs Financial Services Inc. Over the course of their career, Gallucci has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Citigroup Global Markets, Advisors Ahead and Ubs Financial Services. Gallucci has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in New York, New York. The firm has offices in 369 locations and a total of 13,402 financial advisors. It has $496 billion in assets between its 922,927 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 4,543 charities and foundations. Of its 922,927 accounts, 52% are associated with high-net-worth investors who have greater than $1 million in assets. Ubs Financial Services Inc offers a number 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. Fees for financial management largely depend on the type of financial services offered. Fee types billed by Ubs Financial Services Inc may include some combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
Samuel Gallucci Work History
Samuel has 11 years of experience.
Ubs Financial Services
Citigroup Global Markets
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Samuel Gallucci has no disclosures.
Please visit their SEC profile for more details.