Anthony James Annino
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$915.8BFirm assets
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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
14 years in the industry.
- UBS Financial Services Inc.Apr 2025 to now
- Sealight Capital LLCMar 2023 to now
- Obra CapitalJan 2024 to Jul 2024
- Riverrock Capital Management LLCDec 2019 to Jan 2024
- Renegade Capital Gp, LLC and Its Subsidiaries and AffiliatesNov 2019 to Jan 2024
- Perspecta Trust LLCSep 2010 to Dec 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7026370
- Firm CRD
- 8174