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Ana Maria Parra

Investment adviser representative at Ucap Americas
18 yearsExperience
1 stateRegistered in
$208.2MFirm assets
12 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Ucap AmericasAug 2021 to now
  2. Ucap Asset Management LLCMar 2021 to now
  3. Ucap Securities LLCMar 2021 to now
  4. Insigneo Advisory Services LLCSep 2020 to Mar 2021
  5. Insigneo Securities LLCSep 2020 to Mar 2021
  6. Efg Capital InternationalDec 2008 to Sep 2020

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (FL).

Ucap Americas

Legal name: Ucap Asset Management LLC

$208.2MAssets managed
189Clients
10Advisers
12 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
5626756
Firm CRD
170846
Advisor's SEC record (opens in a new tab)
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