Juliana Lombardo
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Mar 2024 to now
- Bank of America N.A.Sep 2023 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to Mar 2024
- Equitable Advisors, LLCFeb 2023 to Jul 2023
- UnemploymentJan 2023 to Feb 2023
- Little Greek New TampaJun 2021 to Aug 2022
- Vale Food Co.Jan 2021 to Aug 2022
- Florida State UniversityMay 2019 to Dec 2022
- Yamato Japanese SteakhouseMar 2017 to May 2019
- Taiyo InternationalJan 2017 to May 2019
- Wharton High SchoolAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7701353
- Firm CRD
- 8174