Morgan Stanley
47yrs
Top advisor by experience in New York
15yrs
Patrick Disimone
Full name on record: Patrick Ryan Disimone
Financial advisor at UBS Financial Services
Patrick Disimone has worked in the financial industry for 15 years and is a fiduciary financial advisor based in New York, New York. Patrick has been with UBS Financial Services since 2013. Patrick holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 59% of advisors in New York
Office1285 Avenue Of The Americas 15 Thru 18th Floors, New York, NY 10019
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowUBS Financial Services Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (212) 713-3524 or the UBS Financial Services main office at (201) 352-3000, and ask for Patrick Disimone.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. More experience than 59% of advisors in New York.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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