Steven Johnny Mortelliti
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.
- UBS Financial Services, IncJul 2024 to now
- UnemployedNov 2023 to Jul 2024
- Ggh MorowitzAug 2023 to Nov 2023
- Extended TravelMay 2023 to Aug 2023
- UBSJun 2021 to Aug 2022
- Polyvel IncDec 2020 to Aug 2021
- The College of New JerseyAug 2019 to May 2023
- Marcus Blueberry/blackberry FarmJun 2019 to Aug 2019
- Full-time StudentAug 2018 to Jun 2019
- Gear-up PaintballJun 2018 to Aug 2018
- Full-time Student (minor)Jan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7397962
- Firm CRD
- 8174