Paul J Monacelli

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2010-09-17
TX	RA	APPROVED_RES	2009-06-18

MI RA
APPROVED

Since 2010-09-17
TX RA
APPROVED_RES

Since 2009-06-18

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States

Lake Orion, MI • 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	Troy	MI	02/2009	Present

02/2009 → Present

Ubs Financial Services Inc

Troy, MI

Previous Registrations

2007-04-02 → 2009-02-20

Morgan Stanley & Co. Llc

Rochester, MI
2006-04-07 → 2007-04-02

Morgan Stanley Dw Inc.

Rochester, MI

Other Businesses

1) Stesney Holdings, LLC / 1341 Irene Ct. Lake Orion,MI 48359 / Other/ Real Estate / Holding Company for Family Vacation Home / Other / Manager/Agent responsible for making decisions and paying bills for the Family Vacation Home / Pay Bills, Make Decisions regarding Decorating, Financing, etc / Start Date 07/06/2017/ Limited Liability Company /// 2) SS Capital LLC; Lake Orion, MI; Company; Real Estate; To potentially invest in real estate and private companies; Officer; Management of the Entity and any Investments purchased in the Future; Start date: 9/25/2023

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-03

S66 Uniform Combined State Law Examination

2006-04-03

View on SEC IAPD