Steven DeluciaCRD Number: 6003411
Current Firm: Ubs Financial Services Inc.
Steven Delucia (CRD# 6003411) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Ubs Financial Services||Pittsbugh, PA||Sep 2012 - Current||4|
|Ubs Financial Services||Canonsburg, PA||Jan 2012 - Jul 2012||< 1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2009 - Apr 2012||2|
|Allegheny County Economic Development||Pittsburgh, PA||Jun 2011 - Dec 2011||< 1|
|Inks' Landscaping||Mcmurray, PA||May 2009 - Aug 2010||1|
|Robert Morris University||Coroapoils, PA||Aug 2008 - May 2009||< 1|
|Wendy's Old Fashion Hamburgers||Bethel Park, PA||Nov 2005 - Aug 2008||2|
|Bethel Park High School||Bethel Park, PA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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