Christopher Angelo Difelice
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.Oct 2025 to now
- Truist Financial CorporationSep 2024 to Sep 2025
- UnemployedMay 2024 to Sep 2024
- LandergroupMay 2022 to Aug 2022
- Body Pros Physical TherapyMay 2021 to Jan 2022
- Cherokee Town and Country ClubMay 2021 to Aug 2021
- Ceilings, Etc.Jan 2021 to May 2021
- Valet LivingDec 2020 to Jan 2021
- Doordash/postmatesMay 2020 to Aug 2020
- University of Tennessee - KnoxvilleAug 2019 to May 2024
- Echelon Golf ClubApr 2017 to Aug 2019
- Cambridge High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8150890
- Firm CRD
- 8174