Luis Alejandro Lepervanche
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
2 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
15 years in the industry.
- UBS Financial Services Inc.Dec 2022 to now
- UBS Financial Services, IncJul 2022 to Aug 2022
- The Greenwood ProjectJun 2022 to Jul 2022
- HaevnMar 2022 to May 2022
- Camp Walt WhitmanJun 2021 to Aug 2021
- Knox CollegeAug 2020 to Oct 2022
- Aramak - Food CompanyNov 2018 to Mar 2020
- University of North GeorgiaAug 2018 to May 2020
- U.S. Liceo Los ArcosAug 2007 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
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
- 7579537
- Firm CRD
- 8174