Cynthia Laiacona, financial advisor Menlo Park CA
89 score

Cynthia Laiacona

CRD Number: 6214846
Current Firm: Ubs Financial Services Inc.

Cynthia Laiacona (CRD# 6214846) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Jose, CA Jul 2013 - Current 3
University Of California, Berkeley Berkeley, CA Aug 2009 - May 2013 3
Mark W. Chow Financial And Insurance Planning Berkeley, CA Feb 2012 - Apr 2013 1
United States Department Of The Treasury Washington, DC May 2012 - Aug 2012 < 1
National Public Radio Washington, DC Jun 2011 - Aug 2011 < 1
International House Berkeley, CA Sep 2010 - May 2011 < 1
Mount Shasta Resort Mount Shasta, CA Jul 2010 - Aug 2010 < 1
University Of California, Berkeley Berkeley, CA Jan 2010 - May 2010 < 1
Mount Shasta Resort Mount Shasta, CA May 2009 - Aug 2009 < 1
Mount Shasta High School Mount Shasta, CA Aug 2005 - Jun 2009 3
T-shirt Gallery Mount Shasta, CA Apr 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Cynthia M. Laiacona
Phone Number: 201-352-3000
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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