Antonia Josephine Babbio
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jul 2024 to now
- Loyola University MarylandAug 2023 to Jul 2024
- WaterlilyJun 2023 to Aug 2023
- Molson Coors Beverage CompanyJun 2022 to Aug 2022
- Ramp HealthJun 2021 to Aug 2021
- Loyola University MarylandAug 2019 to May 2023
- Kangaroo Kids Child Care Learning CenterJun 2019 to Aug 2019
- Kangaroo Kids Child Care Learning CenterJun 2018 to Aug 2018
- Gill St. BernardsAug 2016 to May 2019
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
- 7950258
- Firm CRD
- 8174