Sarah Ann Calandra

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2008-07-31

NJ RA
APPROVED

Since 2008-07-31

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Jersey City	NJ	08/2009	Present

08/2009 → Present

Ubs Financial Services Inc

Jersey City, NJ

Other Businesses

CycleBar / Cycle studio / 720 Monroe Street / Hoboken / NJ / United States / 07030 / http://cyclebarhoboken.com/ / Front desk / No Active / USD / 2000 / 25 / No / No

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-30

S66 Uniform Combined State Law Examination

2008-07-30

View on SEC IAPD