Marcos Douer
Investment adviser representative at UBS Financial Services Inc.
17 yearsExperience
16 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- UBS Financial Services Inc.Aug 2024 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2024
- Morgan Stanley Smith BarneyJun 2009 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, DC, DE, FL, GA, HI, LA, MD, MT, NJ, NY, PA, TX, WA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624102
- Firm CRD
- 8174