Federico Wabnik
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.May 2026 to now
- Lazard Asset Management LLCSep 2025 to Apr 2026
- Lazard Asset Management Securities LLCSep 2025 to Apr 2026
- Biogen Inc.Jan 2025 to Jun 2025
- Numerated Inc.Jul 2023 to Dec 2023
- Northeastern UniversityAug 2021 to Aug 2025
- Krop Senior HighAug 2017 to Jun 2021
- Jacobson Sinai AcademyDec 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser 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
- 7567099
- Firm CRD
- 8174