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Pedro Villari

UBS Financial Services INC.
20 Years of Experience
Hallandale Beach, FL
1 DisclosureBroker
View SEC Summary
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Pedro Villari is a registered investment advisor at UBS Financial Services INC., based in Hallandale Beach, FL, with 20 years of industry experience. Pedro 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.

UBS Financial Services INC.
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
View Full SEC Brochure

Location

1010 S. Federal Highway Suite 2601, Hallandale Beach, FL, 33009

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History

Regulatory History (1)
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
October 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Pedro owns rental property since 2012. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
UBS Financial Services INC.
August 2019 - Present · 7 yrs 2 mos
UBS Financial Services INC.
August 2019 - Present · 7 yrs 2 mos
UBS Financial Services INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2014 - September 2019 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
July 2014 - September 2019 · 5 yrs 2 mos
Wells Fargo Advisors, LLC
September 2012 - July 2014 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
July 2012 - July 2014 · 2 yrs
Essex National Securities, INC.
January 2011 - July 2012 · 1 yr 6 mos
Essex National Securities, INC.
February 2010 - June 2010 · 4 mos
Essex National Securities, INC.Broker
February 2010 - July 2012 · 2 yrs 5 mos
LPL Financial Corporation
January 2009 - February 2010 · 1 yr 1 mo
LPL Financial CorporationBroker
March 2008 - February 2010 · 1 yr 11 mos
Ifmg Securities, INC.Broker
September 2007 - March 2008 · 6 mos
Ameriprise Financial Services, INC.
January 2006 - August 2007 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
December 2005 - August 2007 · 1 yr 8 mos
State Registrations8 states
FLGAHIILINMINYTX
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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