Daniel Joseph Verrastro

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

• 06/2024 → 08/2024
  Ubs Financial Services
  Weehawken, NJ
• 02/2025 → 05/2025
  St. Lawrence University
  Canton, NY
• 05/2022 → 08/2022
  Battea Class Action Services
  Stamford, CT
• 06/2021 → 08/2021
  Monroe Public Schools
  Monroe, CT
• 11/2020 → 03/2021
  Church Hill Classics
  Monroe, CT
• 06/2021 → 07/2021
  241 Sports Camp
  Monroe, CT
• 06/2020 → 08/2020
  Vazzy's Osteria
  Monroe, CT
• 08/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 01/2015 → 06/2021
  Monroe Public Schools
  Monroe, CT
• 08/2021 → 05/2025
  St. Lawrence University
  Canton, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04

Other Names

• Daniel Joseph Verrastro