Matthew P Moscatello

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services Inc	Phoenix	AZ	10/2025	Present
Deloitte Tax Llp	Gilbert	AZ	06/2023	10/2025
Arizona State University - W. P. Carey School Of Business	Tempe	AZ	08/2019	04/2022
Shamrock Foods Company	Phoenix	AZ	05/2022	08/2022
Arizona State University - W. P. Carey School Of Business	Tempe	AZ	08/2022	05/2023
Glenbard South High School	Glen Ellyn	IL	08/2015	05/2019

10/2025 → Present

Ubs Financial Services Inc

Phoenix, AZ
06/2023 → 10/2025

Deloitte Tax Llp

Gilbert, AZ
08/2019 → 04/2022

Arizona State University - W. P. Carey School Of Business

Tempe, AZ
05/2022 → 08/2022

Shamrock Foods Company

Phoenix, AZ
08/2022 → 05/2023

Arizona State University - W. P. Carey School Of Business

Tempe, AZ
08/2015 → 05/2019

Glenbard South High School

Glen Ellyn, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27

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