Amagansett, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
3
Of 9,303 advisors across 992 offices
Location
Amagansett NY
Advisors at this office
3
Advisors at this office
Christopher P
Series 63, Series 65
Amagansett, NY
UBS Financial Services
Christopher Palmieri is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.
Rainey M
CFP®, Series 63, Series 65
Amagansett, NY
UBS Financial Services
Rainey Miller is a CFP® with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. Miller holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.
Jennifer K
Series 63, Series 65
Amagansett, NY
UBS Financial Services
Jennifer Kraus is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and global market insights.
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