Nicholas Jospeh Rundella

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

• 09/2016 → 07/2020
  Allentown
  Allentown Hs, NJ
• 09/2022 → 12/2022
  Ubs
  Millstone, NJ
• 12/2022 → 12/2023
  Rundy Commerce
  Millstone, NJ
• 09/2023 → 01/2024
  Viral Marketing
  Rome
• 10/2024 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2020 → 06/2024
  St. Johns University
  Queens, NJ
• 07/2024 → 09/2024
  Unemployed
  Millstone, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-01

Other Names

• Nicholas Joseph Rundella