Steven Johnny Mortelliti

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

• 07/2024 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 08/2023 → 11/2023
  Ggh Morowitz
  Absecon, NJ
• 08/2019 → 05/2023
  The College Of New Jersey
  Ewing, NJ
• 06/2021 → 08/2022
  Ubs
  Northfield, NJ
• 12/2020 → 08/2021
  Polyvel Inc
  Hammonton, NJ
• 06/2019 → 08/2019
  Marcus Blueberry/Blackberry Farm
  Hammonton, NJ
• 06/2018 → 08/2018
  Gear-Up Paintball
  Hammonton, NJ
• 11/2023 → 07/2024
  Unemployed
  Hammonoton, NJ
• 05/2023 → 08/2023
  Extended Travel
  Hammonton, NJ
• 08/2018 → 06/2019
  Full-Time Student
  Hammnoton, NJ
• 01/2014 → 06/2018
  Full-Time Student (Minor)
  Hammonton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-05-22