Susan Disdier is a registered investment advisor at Ucap Americas, based in Miami, FL, with 26 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 189 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of the firm or representative, up to a maximum of 2.0% annually. Some representatives use tiered schedules while others use a flat percentage.
Fee Estimator
Location
1221 Brickell Avenue, Suite 2040, Miami, FL, 33131
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Regulatory History (1)
Employment Separation After Allegations
May 2021Other Business Activities
Susan is a registered representative at UCAP Securities, LLC and an Investment Advisor Representative at UCAP Asset Management LLC. She also owns Sudis Advisors Inc., a company created to receive her remuneration from UCAP Asset Management LLC, requiring minimal time.
Employment History
Current Registrations
Ucap Americas
Ucap Americas
Ucap AmericasBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
State Registrations3 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.
Exams
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