EL
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Elias Letayf
17 Years of Experience
Houston, TX
2 DisclosuresBroker
Elias Letayf is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 17 years of industry experience. Elias is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
4400 Post Oak Parkway, Suite 1800, Houston, TX, 77027
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024Denied
Customer Dispute
December 2018Denied
Employment History
Current Registrations
UBS Financial Services INC.
December 2024 - Present · 1 yr 10 mos
UBS Financial Services INC.Broker
October 2023 - Present · 3 yrs
Previous Registrations
Morgan StanleyBroker
October 2015 - October 2023 · 8 yrs
Bbva Securities INC.Broker
May 2013 - October 2015 · 2 yrs 5 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
March 2009 - July 2009 · 4 mos
Banorte Securities International, LTD.Broker
June 2002 - September 2002 · 3 mos
State Registrations10 states
ALARAZCACOFLILNYTXWA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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