Angela Tello Calvin

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

• 02/2009 → Present
  Ubs Financial Services Inc
  Alpharetta, GA

Previous Registrations

• 2003-03-31 → 2009-03-17
  Citigroup Global Markets Inc.
  Alpharetta, GA
  Alpharetta, GA

Other Businesses

CHARAL REALTY / 136-42 S 3RD ST EASTON, PA 18042 / PARTNERSHIP / REAL ESTATE / COMMERCIAL REALTY / PARTNER / PAPERWORK COLLECTING RENT / START DATE 05/30/2011. United Way of Greater Atlanta / United States / Atlanta / 30303/ No Charity / Start Date 7/1/2019 / No / United Way of Greater Atlanta - Finance Committee,AtlantaGaUnited States,CharityNon profit organization main goal is to help every child unlock their full potential by improving education, healthcare, and economic mobility in the communities where they live,OtherCommittee MemberFinance Committee Member - Support CFO - review of budgeting, capital expenditures, other financial matters as neededStart date-8/21/2025No Playa Blanca,Rio HatoCoclePanama,Real Estate Investment - Beach Condo in Playa Blanca PanamaReal Estate,Vacation Property,Proprietor / owner,Condo ownerStart date -1/12/2026 Personal Home, Panama, Proprietor / owner, Ownership of second home, start date-6/30/2022, Pedasi Los Santos, Panama.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-02
• S63 Uniform Securities Agent State Law Examination
  1996-05-14

Other Names

• Angela Tello