Alessandro Annese
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services, IncJul 2026 to now
- Citi Private BankJul 2025 to Apr 2026
- Audax GroupJan 2024 to Jul 2024
- Ralph LaurenJul 2023 to Dec 2023
- State StreetJan 2023 to Jul 2023
- Vineyard VinesJan 2022 to Dec 2022
- Northeastern UniversityAug 2021 to May 2025
- St. Thomas Aquinas High SchoolAug 2017 to May 2021
- Nativity Catholic SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 8068903
- Firm CRD
- 8174