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Alyssa Mello-Laperuta

Ubs Financial Services Inc.

New York, NY

Staten Island, NY

CRD 7601801

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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
NJ RA APPROVED 2024-08-07
NY RA APPROVED 2024-04-08
  • NJ RA
    APPROVED
    Since 2024-08-07
  • NY RA
    APPROVED
    Since 2024-04-08

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • United States

Staten Island, 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
OrganizationCityStateFromTo
Top Tomato Staten Island NY 03/2016 05/2021
Our Lady Queen Of Peace Staten Island NY 07/2021 06/2022
Ubs Financial Services Manhattan NY 08/2022 Present
Student Staten Island NY 09/2012 05/2022
  • 03/2016 → 05/2021
    Top Tomato
    Staten Island, NY
  • 07/2021 → 06/2022
    Our Lady Queen Of Peace
    Staten Island, NY
  • 08/2022 → Present
    Ubs Financial Services
    Manhattan, NY
  • 09/2012 → 05/2022
    Student
    Staten Island, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
  • S66 Uniform Combined State Law Examination
    2024-04-06
Other Names
  • Alyssa Laperuta

View on SEC IAPD

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