Michael Patrick Zazuri
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Nov 2024 to now
- Massmutual Life Insurance CoFeb 2023 to Oct 2024
- MML Investors Services, LLCFeb 2023 to Oct 2024
- Elite Sampling & Media GroupAug 2022 to Jan 2023
- Tractor Supply CompanyMay 2020 to Apr 2021
- Kids On the MoonJun 2018 to Aug 2022
- Sacred Heart UniversitySep 2017 to May 2021
- StudentMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7702647
- Firm CRD
- 8174