Robert Mancino

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

• 10/2012 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2015 → 06/2023
  Bank Of America, N.A.
  New York, NY
• 06/2023 → Present
  Ubs
  New York, NY

Previous Registrations

• 2013-08-07 → 2023-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Stamford, CT

Other Businesses

104 Hunter Lane LLC,New YorkUnited States,Company,Real Estate,Managing the property for short term rental business,Partner,help mantain the rental property and deal with service providors, Start date -4/1/2026 Pachamama Properties LLC,BrooklynNew YorkUnited States,LLC owned with my wife for rental businessReal Estate,passive 50% ownership in LLC with my wife that she will be operating for our short term real estate rental business, Helping maintain the property and deal with service providers in the area.,Start date 4/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2013-08-06

Other Names

• Robert Anthony Mancino