Nicholas Matzelle

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

• 05/2016 → 08/2017
  Burger Bite
  Franklin Square, NY
• 06/2019 → 06/2021
  Raymond James Financial Services
  Garden City, NY
• 05/2021 → 08/2021
  Constellation Brands
  Victor, NY
• 06/2022 → Present
  Ubs Financial Services, Inc
  New York, NY
• 09/2012 → 06/2018
  Carey High School
  Franklin Square, NY
• 09/2018 → 06/2022
  Suny Geneseo
  Geneseo, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30

Other Names

• Nick Matzelle
• Nicholas Phillip Matzelle