Arturo Reyes
Arturo Reyes is a registered investment advisor at UBS Financial Services INC., based in Miami, FL, with 11 years of industry experience. Arturo 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
- 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.
Location
100 SE 2nd Street, 27th Floor, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Financial
June 2023Other Business Activities
Arturo is a managing member of Ashir Enterprises LLC, providing capital for an e-commerce Amazon store since November 2021. He does not participate in daily operations and devotes minimal time to this venture.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Efg Capital InternationalBroker
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations14 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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