Morgan Stanley
47yrs
Top advisor by experience in New York
22yrs
Maria Angeles Bonany Munoz
Financial advisor at UBS Financial Services
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Sep 2025 – nowUBS Financial Services Inc.Current firm
- 2020 – 2023Morgan StanleyPreviously
Questions to ask Maria Angeles
Tailored to Maria Angeles’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Maria Angeles
How do I contact Maria Angeles?
Call UBS Financial Services at 201-352-3000 and ask for Maria Angeles Bonany Munoz. Maria Angeles works from the New York, NY office.
How long has Maria Angeles been a financial advisor?
Maria Angeles has been in the industry since 2004, about 22 years. More experience than 74% of advisors in New York.
What licenses does Maria Angeles hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Maria Angeles a fiduciary?
Maria Angeles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maria Angeles paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Maria Angeles for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer &
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Marc Ronald Green
Financial advisor
1285 Avenue Of The Americas 15 Thru 18th Floors
New York, NY 10019
New York, NY 10019
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates