Robert Errico

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

• 11/2007 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2007-04-02 → 2007-11-05
  Morgan Stanley & Co. Llc
  New York, NY
• 2002-12-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY

Other Businesses

1) STEP II PROPERTY LLC; 1540 Broadway, Suite 1510, New York, NY 10036; Real Estate purchases; Other; Managing Member; most decisions are made by my brother Steve. I am there as a secondary capacity; 10/18/2011; Business hours per month: No /// 2) 5 BOYS MONTANA LLC; 6 Meadowcroft Ln, Greenwich, CT 06830; Personal LLC to own vacation home; Member of a committee with management/supervisor functions; Member of the LLC; 10/21/2019; Business hours per month: No /// 3) BOYS CLUB OF NEW YORK; 287 E 10th St, New York, NY 10009; Other; Charities, Cultural, Educational & Political Organisations; Serve the critical needs of boys; Other; Trustee, Treasurer & Chair of Finance & Audit; Review company expenses & make sure all cash flows are being used properly; Start Date 09/01/2013; Non Profit 501 C 3 /// 4) Memorial Sloan Kettering Cancer Center / 1275 York AvenueNew YorkNew YorkUnited States10065 / Hospital for cancer care / Health Care & Pharmaceuticals / Memorial Sloan Kettering Cancer Center (MSK or MSKCC) is a cancer treatment and research institution in the borough of Manhattan in New York City, founded in 1884 as the New York Cancer Hospital. MSKCC is the largest and oldest private cancer center in the world, and is one of 51 National Cancer Institute-designated Comprehensive Cancer Centers. Memorial Sloan Kettering is affiliated with Cornell University's medical school. Its main campus is located at 1275 York Avenue, between 67th and 68th streets, in Manhattan. / Member of Board of directors / Wife L. Errico coordinates special events for the center. / 6/1/2001 /// 5) S.T.K. 2004 Insurance Trust DTD 4/1/03, Rockville Centre, NY 11570-1121 / The role of the trustee is just to pay the insurance premiums on an annual basis. / I am the trustee on the account. / 1/15/2010 /// 6) 5 Boys LLC / Other / Personal LLC / personal llc to own primary residence / Member of a committee with management / supervisor functions / Member of the LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-09
• S63 Uniform Securities Agent State Law Examination
  1991-01-14

Other Names

• Chris Errico
• Robert Christopher Errico
• Christopher Errico