Steven Scalici
Steven Scalici is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Palm Beach Gardens, FL, with 32 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
3801 Pga Blvd., Suite 1000, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
Steven is a pastor at Family Church of Jupiter since 2022. He also co-authored a book about generosity with Doug Twohill.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Invest Financial Corporation
Invest Financial CorporationBroker
Treasure Coast Financial Services
Mutual Service CorporationBroker
Legend Equities CorporationBroker
Legend Equities CorporationBroker
State Registrations29 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.
Exams
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