Dennis Oleszkowicz
Dennis Oleszkowicz is a registered investment advisor at UBS Financial Services INC., based in Weehawken, NJ, with 48 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
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2022Customer Dispute
November 2020Customer Dispute
September 2015Customer Dispute
August 1987Regulatory
December 1983Other Business Activities
Dennis owns rental real estate through LOA, Inc. since 1980 and a condo rental since 1993. He spends minimal time on the condo rental.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations38 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.