Andrea Dagnelli

Ubs Financial Services Inc.

Claim This Profile

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-08
NY	RA	APPROVED	2024-06-26
NJ	RA	APPROVED	2024-04-05

TX RA
APPROVED

Since 2025-09-08
NY RA
APPROVED

Since 2024-06-26
NJ RA
APPROVED

Since 2024-04-05

Branch Locations

140 Broad Street Suite 100, Red Bank, NJ 07701 • United States

299 Park Ave 26Th Floor, New York, NY 10171 • United States

St. James, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Red Bank	NJ	11/2013	Present

11/2013 → Present

Ubs Financial Services Inc

Red Bank, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-04
S63	Uniform Securities Agent State Law Examination	1998-06-20

S66 Uniform Combined State Law Examination

2024-04-04
S63 Uniform Securities Agent State Law Examination

1998-06-20

Other Names

Andrea Marie Dagnelli
Andrea Marie Dagnelli-Cristobal

View on SEC IAPD

Other Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC

MILLINGTON SECURITIES, LLC

HARTSHORNE GROUP, LLC

WBI INVESTMENTS, LLC

PRINCETON CAPITAL MANAGEMENT LLC

ATLAS PRIVATE WEALTH ADVISORS

DONALD W. CASH & ASSOCIATES, LLC

IEM ASSET MANAGEMENT, LLC

Other Investors

MATTHEW FRANK WILK

JOSEPH MICHAEL GALLO

Robert Daniel Morgan

Jason Thostesen

DONALD ROBERT SCHREIBER

CAELAN ANGUS MCCARTHY

ALFRED RIVES BERKELEY

Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ

MILLINGTON SECURITIES, LLC · RED BANK, NJ

HARTSHORNE GROUP, LLC · RED BANK, NJ

WBI INVESTMENTS, LLC · RED BANK, NJ

PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ

ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ

DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ

IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor