Steven Dematteo, financial advisor San Diego CA
93 score

Steven Dematteo

CRD Number: 5330152
Current Firm: Ubs Financial Services Inc.

Steven Dematteo (CRD# 5330152) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Diego, CA Apr 2011 - Current 5
Morgan Stanley Smith Barney Rancho Bernardo, CA Jun 2009 - Apr 2011 1
Citigroup Global Markets Inc. Rancho Bernardo, CA Apr 2007 - Jun 2009 2
United States Marine Corps Tampa, FL May 1996 - Apr 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Steven M. Dematteo
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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