Stacey Colao-Gardner, financial advisor Albany NY
93 score

Stacey Colao-Gardner

CRD Number: 3143098
Current Firm: Ubs Financial Services Inc.

Stacey Colao-Gardner (CRD# 3143098) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Albany, NY Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston, NY Mar 1998 - Jul 2015 17
Merrill Lynch Kingston, NY Mar 1998 - Jul 2015 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Stacey L. Colao-Gardner
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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