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Anibal Drelichman
28 Years of Experience
Washington, DC
1 DisclosureBroker
Anibal Drelichman is a registered investment advisor at UBS Financial Services INC., based in Washington, DC, with 28 years of industry experience. Anibal 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
9366 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
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Location
1700 M Street NM, 5th Floor, Washington, DC, 20036
Get directionsHistory
Regulatory History (1)
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
November 2024Settled
Employment History
Current Registrations
UBS Financial Services INC.
December 2024 - Present · 1 yr 10 mos
UBS Financial Services INC.Broker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
RBC Capital Markets, LLC
September 2017 - December 2024 · 7 yrs 3 mos
RBC Capital Markets, LLCBroker
August 2017 - December 2024 · 7 yrs 4 mos
Oppenheimer & CO. INC.
July 2009 - September 2017 · 8 yrs 2 mos
Oppenheimer & CO. INC.Broker
March 2009 - September 2017 · 8 yrs 6 mos
Citigroup Global Markets INC.
July 2005 - April 2009 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
April 2005 - April 2009 · 4 yrs
Morgan Stanley Dw INC.Broker
March 2000 - April 2005 · 5 yrs 1 mo
Painewebber IncorporatedBroker
April 1998 - September 1999 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
August 1997 - January 1998 · 5 mos
Ids Life Insurance CompanyBroker
August 1997 - January 1998 · 5 mos
State Registrations23 states
AZCACOCTDCDEFLGALAMAMDMINCNJNVNYOHORPASCTNVAWV
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.
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