Fernando Diaz
Investment adviser representative at UBS Asset Management (americas) LLC
11 yearsExperience
1 stateRegistered in
$588.2BFirm assets
37 yearsFirm in business
Are you Fernando Diaz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- UBS Asset Management (americas) LLCJan 2026 to now
- UBS Asset Management (US) Inc.Aug 2023 to now
- Lehman CollegeAug 2019 to Jun 2023
- BlackrockJul 2019 to Aug 2019
- Banana RepublicSep 2017 to Dec 2017
- Aviation High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
UBS Asset Management (americas) LLC
$588.2BAssets managed
433,784Clients
32Advisers
37 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
- 7397320
- Firm CRD
- 106838