Mark Desalvo
Mark Desalvo is a registered investment advisor at UBS Financial Services INC., based in Chesapeake, VA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
Chesapeake, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
Mark was involved in a personal music group from August 2016 to October 2018. This activity is not investment-related.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLCBroker
Ferris, Baker Watts, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
J. W. Gant & Associates, INC.Broker
Sherwood Capital, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.