Michael SanzoneCRD Number: 6216642
Current Firm: Ubs Financial Services Inc.
Michael Sanzone (CRD# 6216642) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Ubs Financial Services, Inc.||Paramus, NJ||Aug 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Sep 2016 - Current||5|
|Bank Of America, N.a.||Jacksonville, FL||Dec 2016 - Jul 2019||2|
|Fidelity National Financial, Inc.||Las Vegas, NV||Jul 2016 - Aug 2016||< 1|
|Franklin & Marshall College||Lancaster, PA||Aug 2012 - Apr 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jun 2015 - Jul 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jun 2014 - Jul 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jun 2013 - Jul 2013||< 1|
|Specialty Disposal Services, Inc.||Mountain Lakes, NJ||May 2012 - Aug 2012||< 1|
|Mountain Lakes High School||Mountain Lakes, NJ||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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