Carmen Milagros Marrero

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2017
  First State Bank Of The Florida Keys
  Key West, FL
• 05/2017 → 07/2021
  Lpl Financial, Llc
  Coral Gables, FL
• 05/2017 → 07/2021
  Atlantic Family Wealth, Llc
  Coral Gables, FL
• 01/2020 → 07/2021
  Atlantic Family Wealth, Llc
  Coral Gables, FL
• 08/2021 → Present
  Ubs Financial Services Inc
  Coral Gables, FL

Previous Registrations

• 2020-12-18 → 2021-09-16
  Atlantic Family Wealth, Llc
  Coral Gables, FL
• 2016-02-08 → 2016-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 2014-01-16 → 2015-12-01
  Oppenheimer & Co. Inc.
  Coral Gables, FL
• 2009-01-21 → 2013-12-23
  Barclays Capital Inc.
  Miami, FL
• 2008-03-19 → 2008-10-15
  Lehman Brothers Inc.
  Miami, FL
  New York, NY
  New York, NY
  Miami, FL
  Miami, FL

Other Businesses

1)N/A - owned in individial name,United States,Rental of prior primary private residence,Real Estate,rental of previous primary private residence,owner of real estate propertylandlordStart date -6/1/2023

Exams

• S66 Uniform Combined State Law Examination
  2020-08-28
• S63 Uniform Securities Agent State Law Examination
  2007-07-16