Rene Elias Marin
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Apr 2026 to now
- Citi Private BankNov 2025 to Apr 2026
- CitigroupSep 2020 to Nov 2025
- Ihs Markit, Ltd.Jun 2018 to Aug 2020
- UnemployedApr 2018 to May 2018
- Mthree Corporate Consulting LimitedNov 2017 to Mar 2018
- UnemployedJun 2017 to Oct 2017
- Texas Christian UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7316876
- Firm CRD
- 8174