Mary Macukas, financial advisor Santa Fe NM
93 score

Mary Macukas

CRD Number: 5598722
Current Firm: Ubs Financial Services Inc.

Mary Macukas (CRD# 5598722) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Norfolk, VA Sep 2008 - Current 8
Lifenet Health Virginia Beach, VA Sep 2007 - Aug 2008 < 1
Children's Hospital Of The King's Daughters Norfolk, VA Aug 1999 - Aug 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Mary E. Macukas
Phone Number: 201-352-3000
Registered State(s):
  • NM
  • VA
  • 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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