Vincent Matthew Aquino
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- UBS Financial Services Inc.Apr 2026 to now
- Family Office - MullinJan 2025 to Apr 2026
- Saepio Capital Management LLCJan 2023 to Jan 2025
- JPMorgan Securities LLCJun 2022 to Jan 2023
- Sage Advisory ServicesOct 2020 to Jun 2022
- Goldman Sachs & Co LLCJan 2018 to Sep 2020
- UBS Financial Services IncJan 2017 to Dec 2017
- University of TexasAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6664813
- Firm CRD
- 8174