Victoria Montemorano
Investment adviser representative at UBS Financial Services Inc.
4 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
4 years in the industry.
- UBS Financial Services inc.Nov 2020 to now
- Beau Ventures LLCSep 2020 to Nov 2020
- UnemployedJul 2020 to Sep 2020
- Eaton VanceMar 2020 to Jul 2020
- Bentley UniversityJan 2020 to May 2020
- UnemployedDec 2019 to Jan 2020
- Bentley UniversitySep 2019 to Dec 2019
- Enterprise Rent-a-carMay 2019 to Sep 2019
- Bentley UniversityJan 2019 to May 2019
- UnemployedDec 2018 to Jan 2019
- Bentley UniversitySep 2018 to Dec 2018
- Cert NexusJun 2018 to Sep 2018
- UnemployedMay 2018 to Jun 2018
- Bentley UniversityJan 2018 to May 2018
- UnemployedDec 2017 to Jan 2018
- Bentley UniversitySep 2017 to Dec 2017
- Champion Hills Country ClubMay 2017 to Sep 2017
- Bentley UniversityJan 2017 to May 2017
- UnemployedDec 2016 to Jan 2017
- Bentley UniversitySep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7237486
- Firm CRD
- 8174