Elvia C Delgadillo

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

• 09/2014 → 06/2021
  Ubs Financial Services Inc.
  Chicago, IL
• 06/2021 → 09/2021
  Ftx Us
  Chicago, IL
• 09/2021 → 08/2023
  Unemployed
  Chicago, IL
• 08/2023 → Present
  Ubs Financial Services Inc
  Bolingbrook, IL

Previous Registrations

• 2014-09-15 → 2021-06-14
  Ubs Financial Services Inc.
  Chicago, IL
  Naperville, IL
• 2008-11-28 → 2014-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Coral Gables, FL
• 2007-04-02 → 2008-12-02
  Morgan Stanley & Co. Llc
  Riverwoods, IL
• 2006-05-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Riverwoods, IL

Other Businesses

Miami Fast Box,,MiamiFloridaUnited States,TransportNone, only part owner,Inactive / Dormant,Proprietor / owner,None, only part owner, Start date 5/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2024-04-29