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Robert Salamy

34 Years of Experience
Wellesley, MA
3 DisclosuresBroker

Robert Salamy is a registered investment advisor at UBS Financial Services INC., based in Wellesley, MA, with 34 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

55 William Street, Wellesley, MA, 02481

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2023
Denied
Customer Dispute
June 2011
Denied
Customer Dispute
December 2010
Denied
Other Business Activities

Robert is involved with Patricia Salamy RN Asthetics LLC since 2016. This activity is not investment-related.

Employment History
Current Registrations
UBS Financial Services INC.
November 2010 - Present · 15 yrs 6 mos
UBS Financial Services INC.Broker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - March 2009 · 15 yrs 8 mos
Lehman Brothers INC.Broker
April 1991 - July 1993 · 2 yrs 3 mos
State Registrations16 states
COCTFLKYMAMENCNHNJNYORPARITNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.