Anna Alibrandi
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Anna Alibrandi? Claim your profile
Contact this firm
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.Jul 2025 to now
- UBS FinancialJun 2023 to now
- First Republic Securities Company, LLCNov 2022 to Jun 2023
- First Republic Investment Management, IncJun 2021 to Jun 2023
- Brown Brother's HarrimanJun 2020 to Aug 2020
- The WellingtonMay 2019 to Aug 2019
- Fairfield UniversitySep 2017 to May 2021
- Belmont High SchoolSep 2013 to May 2017
- Kilcoyne FamilyMay 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7668777
- Firm CRD
- 8174