Giancarlo Villanella
Giancarlo Villanella is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 19 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
299 Park Ave, 26th Floor, New York, NY, 10171
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Giancarlo is an assistant property manager for 304 Garfield Place, LLC, a real estate company, and spends about 64 hours per month on administrative and financial tasks. He is also the managing member of 439 7th Street LLC and a landlord for 1123-Eighth Avenue, LLC, both real estate investment businesses, dedicating about 10-20% of his time to the former.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Neuberger Berman Bd LLCBroker
Neuberger Berman Bd LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations53 states
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