John Edward Giacinto

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

• 07/2013 → 09/2022
  Morgan Stanley
  Garden City, NY
• 01/2015 → 09/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2022 → Present
  Ubs Financial Services
  Garden City, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-10-03 → 2022-10-19
  Morgan Stanley
  Garden City, NY
  Garden City, NY
  Garden City, NY

Other Businesses

1. Jaunty Otter Holdings, LLC; Investment related; Holding Company for Private Investments; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 0 /// 2) ForeLife Designs LLC.; Garden City, New York; Holding LLC; R&D, idea generation, patent holding.; Research, design, engineer devices/applications, patent application.; Proprietor / owner; Idea generation, research/design, work with engineering firms for CAD designs/prototypes.; Start date: 7/1/2019

Exams

• S66 Uniform Combined State Law Examination
  2013-10-01