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Camile Infante

Investment adviser representative at UBS Financial Services Inc.
11 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

11 years in the industry.

  1. UBS Financial Services, IncApr 2026 to now
  2. Sanctuary Securities, Inc.Sep 2025 to Mar 2026
  3. Azimut Investment AdvisorsJul 2025 to Mar 2026
  4. UnemployedJul 2024 to Jul 2025
  5. Meatpacking DominicanaDec 2023 to Jul 2024
  6. TD BankJan 2023 to Dec 2023
  7. UnemployedAug 2022 to Jan 2023
  8. Wsfs BankMay 2022 to Aug 2022
  9. UnemployedAug 2015 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025
  • Series 63 · Uniform Securities Agent 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
8145800
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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