Eva Costa Rubio

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

• 05/2023 → 02/2026
  Kema Partners Llc
  New York, NY
• 10/2022 → 02/2023
  Icebreaker Finance
  West New York, NJ
• 10/2007 → 10/2022
  Private Investor
  West New York, NJ
• 01/2026 → Present
  Ubs Financial Services Inc
  Weehawken, NJ

Previous Registrations

• 2004-07-22 → 2006-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Yoga Six; not investment related; 45 Riverwalk Pl # 3, West New York, NJ 07093; yoga studio; Instructor/teacher; Instructor/teacher; 9/2025; 8 hours per month, not during security trading hours; Instructor/teacher

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  2023-06-14

Other Names

• Eva Costa
• Eva Costa Rubio
• Eva Costa-Rubio
• Eva Costarubio