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Anthony Nicholas Colarusso

Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. UBS Financial Services Inc.Jan 2023 to now
  2. Robert Half InternationalMar 2022 to Dec 2022
  3. 18 North GrillJun 2021 to Mar 2022
  4. State Farm Insurance CoApr 2021 to May 2021
  5. Emery and Webb Insurance CoJun 2017 to Apr 2021
  6. Charlie Browns Fresh GrillJun 2014 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

UBS Financial Services Inc.

$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6328984
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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