Red Bank, NJ Broad Street 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
41
Of 9,303 advisors across 992 offices
Location
140 Broad Street, Suite 100
Red Bank NJ 07701
Advisors at this office
41
Advisors at this office
Tiffanie S
Series 66
Red Bank, NJ
UBS Financial Services
Tiffanie Salisbury is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with broad capital markets capabilities.
Victoria C
Series 63, Series 66
Red Bank, NJ
UBS Financial Services
Victoria Clark Stoker is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial planning and portfolio management solutions.
Brad S
Series 66
Red Bank, NJ
UBS Financial Services
Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.
Michael L
Series 66
Red Bank, NJ
UBS Financial Services
Michael Libraty is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Stephen B
Series 66
Red Bank, NJ
UBS Financial Services
Stephen Bannon is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes two tenures at UBS Financial Services, from 2014 to 2019 and from 2022 to present, with a three-year period at Merrill in between. He is connected to a family-owned business, CBD Hair Studio LLC, which provides salon services but in which he does not have an active management role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolios to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.
Vincent C
Series 66
Red Bank, NJ
UBS Financial Services
Vincent Campasano is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.
Douglas L
Series 66
Red Bank, NJ
UBS Financial Services
Douglas Lauricella is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has three years of industry experience and has also held positions at Cornell University, St. John Vianney High School, and Ranney School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a network of Financial Advisors.
Albert D
Series 63, Series 66
Red Bank, NJ
UBS Financial Services
Albert Del Maestro Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Vice President and board member of the Manasquan River Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.
John B
Series 63, Series 65
Red Bank, NJ
UBS Financial Services
John Buckley is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he teaches an "Investing for Beginners" adult education course through the Public Schools of Edison Township. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Heather M
Series 63, Series 66
Red Bank, NJ
UBS Financial Services
Heather Meade is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves on the board of Big Brothers Big Sisters of Monmouth & Middlesex Counties, where she supports mentorship programs and assists with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including financial planning, portfolio management, and capital markets solutions.
Jeffrey H
Series 66
Red Bank, NJ
UBS Financial Services
Jeffrey Harris is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. He joined UBS in 2020 after working at Phyton Talent Advisors from 2019 to 2020. He holds a degree from Rutgers University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Jason F
Series 63, Series 65, Series 66
Red Bank, NJ
UBS Financial Services
Jason Feder is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Gabriel C
Series 63, Series 66
Red Bank, NJ
UBS Financial Services
Gabriel Caponetto Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with Kona Investment Group, Inc., where he participates in interior design and staging as part of a management committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor strategies based on proprietary research and model-based asset allocations.
Tony B
Series 66
Red Bank, NJ
UBS Financial Services
Tony Bellomo Jr. is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2008. Outside of financial advising, he has a background role as an actor in a television show which may expand to speaking parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.
Christine M
Series 63, Series 66
Red Bank, NJ
UBS Financial Services
Christine Mania is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 16 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management, offering a range of services including financial planning, portfolio management, and capital markets solutions.
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