Fernando Milton Massaro

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 04/2024
  Morgan Stanley
  New York, NY
• 07/2016 → 04/2024
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2024 → Present
  Ubs Financial Services Inc.
  New York, NY
• 07/2016 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-03-30 → 2024-05-03
  Morgan Stanley
  New York, NY
• 2012-08-21 → 2016-04-18
  Credit Suisse Securities (Usa) Llc
  New York, NY

Other Businesses

1. EMPANDA FACTORY, 644 LEXNIGTON AVE, NEW YORK, 10065, NON-INVESTMENT RELATED, BAKERY, ROLE: GENERAL PARTNER, ROLE LIMITED TO FINANCIAL INVESTMENT, NOT INVOLVED WITH THE OPERATIONAL ASPECT, THE BUSINESS WILL OPEN IN 1 MNTH, 0 HRS PER MONTH 2. FM Aviation International LLC; Investment related No; Aircraft Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Jan/2018; During business hours: 0; After business hours: 0; 3.Massaro Consulting; Investment related Yes; Commerical Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 4; Buy commercial properties as investment and hold them for tax purpose. 5. Puma Investments LLC; Investment related Yes; LLC; Director (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; Make Investments. 7.FMNY2018 LLC; Investment related: Yes; New York, NY; Real Estate; owner(proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 1; 8. Sports Global Connector LLC; Investment related Yes; Private Company; Partial Ownership (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1 *352821 - Alta Capital Fund LLC.; Investment related Yes; queens, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);Aug 2018; During business hours: 0; After business hours: 0; Administrative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-20
• S63 Uniform Securities Agent State Law Examination
  2003-11-10