Gianni Abballe, financial advisor Charlotte NC

Gianni Abballe

CRD Number: 5753288
Current Firm: Ubs Financial Services Inc.

Gianni Abballe (CRD# 5753288) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Charlotte, NC Oct 2014 - Current 5
The Vanguard Group, Inc. Charlotte, NC Sep 2013 - Oct 2014 1
Prova Trattoria And Pizzeria Oceanside, NY Feb 2011 - Sep 2013 2
Jp Morgan Securities Inc. New York, NY Feb 2010 - Feb 2011 1
Jp Morgan Chase Bank New York, NY Jun 2006 - Feb 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Gianni T. Abballe
Phone Number: 201-352-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    496,035
    MILLIONS
  • Total Number of Accounts
    957,738
    ACCOUNTS
  • Average Account Value
    $517,923
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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