Joseph Schirripa
Joseph Schirripa is a registered investment advisor at UBS Financial Services INC., based in Beverly Hills, CA, with 50 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
131 South Rodeo Drive, Suite 300, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (6)
Customer Dispute
June 2010Customer Dispute
November 2008Customer Dispute
September 2008Customer Dispute
June 2008Customer Dispute
February 2004Customer Dispute
May 2002Other Business Activities
Joseph is a board member at Pepperdine University and previously advised the CEO of Adoptions United. He also advises the managing team of Young Catholic Professionals and handles investments for The Americo Family Trust.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Shearson Hayden Stone INC.Broker
Shearson Hayden Stone INC.Broker
Samuel B. Franklin and Company, INC.Broker
Benchmark Securities, INC. CO.Broker
State Registrations48 states
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.