Mary grace Rose Cusumano
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered 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.
- TrufusionNov 2023 to now
- UBS Financial Services Inc.Jun 2023 to now
- StarcycleJul 2022 to Jul 2023
- Wellbridge Athletic ClubMar 2022 to Apr 2022
- Aston CarterJun 2021 to Jun 2023
- Villa DuchesneJun 2019 to Aug 2019
- Villa DuchesneMay 2018 to Aug 2018
- Depauw UniversityAug 2017 to May 2021
- Villa DuchesneAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, MT).
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
- 7754087
- Firm CRD
- 8174