Miramar Beach, FL 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
2
Of 9,303 advisors across 992 offices
Location
Miramar Beach FL
Advisors at this office
2
Advisors at this office
Paulo M
Series 63
Miramar Beach, FL
UBS Financial Services
Paulo Manisck is a financial advisor with UBS Financial Services, holding a Series 63 license and over 34 years of industry experience. He has been with UBS since 1991. Outside of his advisory role, he serves as secretary for Dental Factory Inc., a dental business based in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.
Joseph T
Series 63, Series 65
Miramar Beach, FL
UBS Financial Services
Joseph Trocchio is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a minister performing wedding ceremonies through the Universal Life Church Monastery Storehouse. UBS Financial Services, Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.
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