Maximilian Victor Devito

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

• 01/2024 → Present
  Ubs
  Weehawken, NJ
• 07/2023 → 07/2023
  New York Tribeca Group
  Fort Lee, NJ
• 03/2020 → 01/2021
  Cedar Grove Liquors
  Cedar Grove, NJ
• 01/2016 → 03/2018
  Devito Plumbing & Heating Inc.
  Cedar Grove, NJ
• 09/2014 → 06/2018
  Cedar Grove High School
  Cedar Grove, NJ
• 09/2018 → 05/2023
  Salve Regina University
  Newport, RI
• 07/2023 → 01/2024
  Unemployed
  Cedar Grove, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18

Other Names

• Max Devito