Solita Marcelli
Solita Marcelli is a registered investment advisor at UBS Financial Services INC., based in Weehawken, NJ, with 23 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
1200 Harbor Boulevard, Weehawken, NJ, 07086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Solita is an advisory group member for The Financial Clinic, a financial development organization, dedicating minimal time. She also serves on the Finance Committee for UJA-Federation of New York, overseeing fiscal operations, also dedicating minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Thomas Weisel Partners LLCBroker
Credit Suisse First Boston CorporationBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations53 states
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