Angelina Lolita Rosalie
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Angelina Lolita Rosalie? Claim your profile
Contact this firm
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.Jan 2026 to now
- New York UniversitySep 2025 to Dec 2025
- New York University Information TechnologyMay 2025 to Aug 2025
- New York UniversitySep 2024 to Apr 2025
- HSBCJun 2024 to Aug 2024
- New York UniversityAug 2021 to May 2024
- New Trier Township High SchoolAug 2017 to Jul 2021
- Wilmette Junior High SchoolAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8194211
- Firm CRD
- 8174