Sharon Mastrangelo, financial advisor Boston MA
93 score

Sharon Mastrangelo

CRD Number: 1124935
Current Firm: Ubs Financial Services Inc.

Sharon Mastrangelo (CRD# 1124935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Boston, MA Mar 2012 - Current 4
Bank Of America, N.a. Boston, MA Mar 2012 - Mar 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Mar 2012 2
Banc Of America Investment Services, Inc. Boston, MA Sep 2006 - Oct 2009 3
Banc Of America Insurance Services, Inc. Boston, MA Sep 2006 - Oct 2009 3
Mesirow Financial, Inc. Jamaica Plain, MA Apr 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Sharon A. Mastrangelo
Phone Number: 201-352-3000
Registered State(s):
  • CT
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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