Donald Depiro (CRD# 3095140) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melville, NY and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Melville, NY | Feb 2021 - Current | 3 |
| Bank Of America, N.a. | Melville, NY | Jan 2011 - Feb 2021 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Sep 2009 - Feb 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
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- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
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