Michaella Calubayan

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

• 03/2025 → Present
  Ubs Financial Services Inc.
  Boca Raton, FL
• 08/2024 → 02/2025
  Essity
  Philadelphia, PA
• 06/2022 → 08/2024
  Essity
  Philadelphia, PA
• 08/2021 → 05/2022
  Encova Center For Innovation & Entrepreneurship
  Morgantown, WV
• 08/2020 → 05/2021
  West Virginia University Student Managed Investment Fund
  Morgantown, WV
• 08/2020 → 05/2021
  Bernhardt Design
  Morgantown, WV
• 06/2019 → 08/2019
  Lpl Financial
  Fort Mill, SC
• 06/2018 → 08/2019
  Ubs Financial Services Inc.
  Boca Raton, FL
• 09/2019 → 04/2020
  Philly Pretzel Factory
  Morgantown, WV
• 05/2018 → 08/2018
  Hungry Howie's
  Cornelius, NC
• 06/2016 → 04/2017
  Aerie
  Deptford, NJ
• 08/2017 → 05/2022
  West Virginia University
  Morgantown, WV
• 09/2013 → 06/2017
  Washington Township High School
  Sewell, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-22

Other Names

• Michaella Calubayan
• Michaella Francis Calubayan