Felipe Costa tymonczak sabara
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
5 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
12 years in the industry.
- UBS Financial Services Inc.May 2025 to now
- Morgan StanleyApr 2024 to May 2025
- UBS Financial Services Inc.Oct 2020 to Mar 2024
- Idb Capital Corp.Dec 2019 to Oct 2020
- Israel Discount Bank of New YorkMar 2018 to Oct 2020
- Acai of AmericaFeb 2017 to Mar 2018
- Fordham UniversitySep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (FL, MO, NJ, NY, TX).
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
- 7208252
- Firm CRD
- 8174