RS
RS
Robert Salamy
35 Years of Experience
Wellesley, MA
3 DisclosuresBroker
Robert Salamy is a registered investment advisor at UBS Financial Services INC., based in Wellesley, MA, with 35 years of industry experience. Robert 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9356 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- 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.
One-Time Plan:$500 - $50,000
Loading...
Location
55 William Street, Wellesley, MA, 02481
Get directionsHistory
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 2023Denied
Customer Dispute
June 2011Denied
Customer Dispute
December 2010Denied
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 11 mos
UBS Financial Services INC.Broker
February 2009 - Present · 17 yrs 8 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 Registrations17 states
COCTFLKYMAMENCNHNJNYOHORPARITNTXVA
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.
More Advisors
- Thaddeus Niemiec, CFPUBS Financial Services INC.
- George LichtUBS Financial Services INC.
- Wilfred KeyserUBS Financial Services INC.
- Cheng Wang, CFAUBS Financial Services INC.
- Nicholas BollasUBS Financial Services INC.
- David EvertsUBS Financial Services INC.