John Angelo Visconti

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

• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, FL
• 06/2024 → 08/2024
  Rsm Us Llp
  Fort Lauderdale, FL
• 06/2021 → 05/2025
  Florida State University
  Tallahassee, FL
• 01/2024 → 05/2024
  Florida State University Campus Recreation
  Tallahassee, FL
• 06/2023 → 08/2023
  Pine Crest Summer Programs
  Boca Raton, FL
• 06/2022 → 08/2022
  Pine Crest Summer Programs
  Boca Raton, FL
• 01/2018 → 05/2021
  Saint John Paul Ii Academy
  Boca Raton, FL
• 08/2017 → 01/2018
  Atlantic Community High School
  Delray Beach, FL
• 08/2014 → 05/2017
  Eagles Landing Middle School
  Boca Raton, FL
• 08/2017 → 07/2019
  Greater Boca Youth Soccer Association
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-10

Other Names

• John Angelo Visconti