Rebecca L Calabro

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

• 08/2018 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 09/2008 → 08/2018
  Genisys Credit Union
  Rochester Hills, MI
• 12/2022 → 10/2024
  Morgan Stanley
  Troy, MI
• 10/2024 → Present
  Ubs
  Detroit, MI

Previous Registrations

• 2022-12-22 → 2024-10-22
  Morgan Stanley
  Troy, MI
• 2019-06-11 → 2022-12-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Grosse Pointe, MI
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-06-10

Other Names

• Rebecca Toepel
• Rebecca Lynn Toepel