Westfield, NJ 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
Westfield NJ
Advisors at this office
2
Advisors at this office
Aaron F
Series 66
Westfield, NJ
UBS Financial Services
Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. 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. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Lee G
CFA®, Series 63, Series 65
Westfield, NJ
UBS Financial Services
Lee Giordano is a CFA® charterholder and holds Series 63 and 65 licenses, with 28 years of experience in the financial industry. He has worked at UBS Financial Services Inc. since 2016 and spent a brief period at Penserra Securities LLC earlier that year. Outside of his advisory role, Giordano is a licensed real estate referral associate and serves on the Republican County Committee in Westfield, New Jersey. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to support client goals.
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