HC
HC
Haydee Chachamovits
16 Years of Experience
Miami, FL
2 DisclosuresBroker
Haydee Chachamovits is a registered investment advisor at UBS Financial Services INC., based in Miami, FL, with 16 years of industry experience. Haydee 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
100 SE 2nd Street, 27th Floor, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
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Financial
August 2019Final
Financial
January 2019Final
Employment History
Current Registrations
UBS Financial Services INC.
March 2023 - Present · 3 yrs 7 mos
UBS Financial Services INC.
January 2023 - Present · 3 yrs 9 mos
UBS Financial Services INC.Broker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Safra Securities LLCBroker
January 2013 - January 2023 · 10 yrs
Efg Capital Advisors LLC
July 2012 - January 2013 · 6 mos
Efg Capital InternationalBroker
August 2010 - January 2013 · 2 yrs 5 mos
State Registrations1 state
FL
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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