Michael J Carelli

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

• 08/2014 → Present
  Ubs Financial Services Inc.
  Tampa, FL

Previous Registrations

• 2009-06-01 → 2014-08-19
  Morgan Stanley
  Tampa, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tampa, FL
• 2004-07-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  Tampa, FL
  Tampa, FL
• 2004-06-01 → 2004-07-27
  Ameriprise Advisor Services, Inc.
  Tampa, FL

Other Businesses

1) CLUTCH SOUTHERN ENTERPRISES / 10606 ORANGE GROVE DRIVE TAMPA,FLORIDA 33618 / PARTNERSHIP/ RETAILERS (APPAREL, FOOD, GENERAL) / BUILD AND OPERATE A RESTAURANT IN BRANDON / PARTNER / START DATE 1/28/2015 /// 2) TM SOUTHERN PROPERTIES / 2821 SAMARA DR TAMPA,FL 33618 / PARTNERSHIP/ REAL ESTATE / REAL ESTATE HOLDING COMPANY FOR CLUTCH SOUTHERN ENTERPRISES / PARTNER / REAL ESTATE SELECTION AND DUE DILLIGENCE / START DATE 6/26/2015 /// 3) Borough of Closter, NJ / Closter, Bergen County United States,New Jersey / No/ Mayor Borough / No / Other / Judge / Preside over Court proceedings / Start Date 8/18/15-12/31/18 10,000 /// 4) MKC Capital Partners / Partnership / Holding Company for MKC Capital Partners / Partner / Real Estate Selection and Due Dilligence 5)JLC Capital Partners,,FlUnited States,Retailers (Apparel, Food, General),Holding Company for MKC Capital Partners,PartnerReal Estate Selection and Due Dilligence2,Start date-9/1/2020, Investment -Yes 6) Carelli Aviation, Ownership of one airplane, Proprietor / owner, Ownership of aircraft is my only role.The operation, maintenance and storage will be fully managed by an aviation leasing company, start date-12/13/2021, Tampa FloridaUnited States-33606. 7) Carelli Hutchins Holdings, Passive investment in Restaurants, Proprietor / owner, Identify and evaluate passive investment opportunities, start date-4/1/2024, Tampa FloridaUnited States-33606. 8)Big Bend Blue LLC , Florida United States, LLC Food, Beverages & Tobacco , Real Estate Holding Company for TM Southern Properties via existing property transfer, Proprietor / owner , Hold and Manage the existing real estate assets of TM Southern Properties, Start date 1/1/2026 9)Falkenburg Blue LLC ,Florida United States , LLC Food, Beverages & Tobacco, Real Estate Holding Company for Clutch Southern Enterprises via existing property transafer , Proprietor / owner , Hold and Manage the existing real estate assets of Clutch Southern Enterprises, LLC 2 , Start date 1/1/2026 10 JTM Aviation, LLC. , Florida United States , LLC Taxed as an S Corp Transport Ownership of one airplane , Ownership of aircraft is my only role. The operation, maintenance and storage will be fully managed by an aviation management company., Start date 5/11/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-20
• S63 Uniform Securities Agent State Law Examination
  1994-05-25

Other Names

• Mike Carelli
• Michael J. Carelli
• Michael James Carelli