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Corey John Dangelo

Ubs Financial Services Inc.

Winter Park, FL

CRD 6366291

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-10
FL RA APPROVED 2021-10-13
NC RA APPROVED 2017-08-17
  • TX RA
    APPROVED_RES
    Since 2022-01-10
  • FL RA
    APPROVED
    Since 2021-10-13
  • NC RA
    APPROVED
    Since 2017-08-17

Branch Locations

201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • 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
OrganizationCityStateFromTo
Wagon Wheel Flea Market Pinellas Park FL 06/2010 05/2017
Ubs Financial Services Inc. St. Petersburg FL 07/2014 05/2017
Ubs Financial Services Inc. Charlotte NC 05/2017 Present
University Of Central Florida Orlando FL 05/2013 05/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-17
S63 Uniform Securities Agent State Law Examination 2016-07-21
  • S65 Uniform Investment Adviser Law Examination
    2017-06-17
  • S63 Uniform Securities Agent State Law Examination
    2016-07-21

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

More in Winter Park, FL

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