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Alejandro Cyrus Gutierrez tabor

Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. UBS Financial Services Inc.Aug 2026 to now
  2. UnemployedMay 2026 to Jul 2026
  3. UnemployedJan 2026 to Apr 2026
  4. Southwind PartnersJan 2024 to Dec 2025
  5. Zepter CapitalJan 2024 to Dec 2025
  6. UnemployedAug 2023 to Dec 2023
  7. Btg Pactual US Capital, LLCOct 2019 to Aug 2023
  8. UnemployedJul 2019 to Sep 2019
  9. Barteca Restaurant GroupFeb 2019 to Jun 2019
  10. UnemployedJun 2018 to Jan 2019
  11. Fairfield UniversitySep 2015 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
7202021
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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