Angel Canabal
Angel Canabal is a registered investment advisor at UBS Financial Services INC., based in Mayaguez, PR, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
Mayaguez, PR
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2025Customer Dispute
August 2016Customer Dispute
February 2016Other Business Activities
Angel owns Canrod Corporation, a real estate title company, since 2003, dedicating minimal time. Angel is also on the Board of Directors for Fundacion de Criadores de Caballos de Puerto Rico, a trade association for horse breeding, attending one meeting per month. Additionally, Angel is the owner of Coqui Enterprises, LLC, a real estate entity holding raw land since 2017.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
UBS Financial Services Incorporated of Puerto RicoBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.