Fabio Andrea Calzavara

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

• 05/2024 → Present
  Ubs Financial Services, Inc.
  New York, NY
• 12/2023 → 04/2024
  Ubs Switzerland Ag
  Zurich
• 02/2023 → 12/2023
  Credit Suisse Trust Ag
  Oerlikon
• 08/2022 → 01/2023
  Allegis Group Ag
  Oerlikon
• 05/2020 → 12/2021
  Ubs Switzerland Ag
  Opfikon
• 01/2022 → 07/2022
  Extended Travel
  Other
• 06/2016 → 04/2020
  Ubs Switzerland Ag
  Opfikon

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14

Other Names

• Fabio Calzavara