Renato Manuel Izaguirre roca
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Apr 2025 to now
- Insigneo Securities LLCSep 2023 to Apr 2025
- UnemployedDec 2022 to Aug 2023
- Morgan StanleyJun 2022 to Aug 2022
- Bentley UniversityJan 2020 to Dec 2022
- Universidad De Ingenieria Y Tecnologia (utec)Jan 2017 to Dec 2019
- Colegio Santa Maria MarianistasMar 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7808153
- Firm CRD
- 8174