Michael Joseph Cardello

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

• 06/2016 → 02/2017
  Charter Healthcare Partners
  Providence, RI
• 02/2017 → 05/2017
  Granite Telecommunications
  Quincy, MA
• 05/2017 → 03/2018
  Citizens Investment Securities
  Riverside, RI
• 04/2018 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 06/2015 → 12/2017
  Cornerstone Financial
  Warwick, RI
• 09/2014 → 12/2016
  Bryant University
  Smithfield, RI
• 12/2021 → 04/2025
  Fidelity Investments
  Westlake, TX
• 03/2025 → 04/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Ubs Financial Services, Inc
  New York, NY

Previous Registrations

• 2025-03-31 → 2025-04-30
  Strategic Advisers Llc
  North Attleborough, MA
  Boston, MA
• 2022-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Hoboken, NJ
  Attleborough, MA
  Merrimack, NH
• 2018-05-02 → 2020-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2018-05-01
• S63 Uniform Securities Agent State Law Examination
  2017-12-08

Other Names

• Michael Cardello
• Michael Joseph Cardello