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Anthony Bellore

Ubs Financial Services Inc.

Plymouth, MI

Livonia, MI

CRD 6871458

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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 2026-05-11
MI RA APPROVED 2020-06-18
  • TX RA
    APPROVED_RES
    Since 2026-05-11
  • MI RA
    APPROVED
    Since 2020-06-18

Branch Locations

730 Penniman Avenue, Plymouth, MI 48170 • United States

Livonia, MI • 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
Ubs Financial Services Inc. Plymouth MI 08/2019 Present
Pnc Bank Ann Arbor MI 05/2018 08/2019
Ubs Plymouth MI 10/2017 04/2018
Barton Hills Country Club Ann Arbor MI 03/2014 01/2018
  • 08/2019 → Present
    Ubs Financial Services Inc.
    Plymouth, MI
  • 05/2018 → 08/2019
    Pnc Bank
    Ann Arbor, MI
  • 10/2017 → 04/2018
    Ubs
    Plymouth, MI
  • 03/2014 → 01/2018
    Barton Hills Country Club
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2020-06-18

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
LPL FINANCIAL LLC

Nearby Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT

Nearby Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI

More in Plymouth, MI

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