Eric Ayarzagoitia Trevino

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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-12-13

TX RA
APPROVED

Since 2011-12-13

Branch Locations

Promenade One 17802 Ih 10 W Suite 210, San Antonio, TX 78257 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services	San Antonio	TX	10/2011	Present

10/2011 → Present

Ubs Financial Services

San Antonio, TX

Other Businesses

1) MTSA Property Group LLC/ investment related?: yes/ 400 N Loop 1604 Suite 200, San Antonio, Texas, 78232 US/ Real Estate Investments/ Proprietor / owner/ General management and investment decisions (purchase of rental properties)/ start date: 5/14/2021

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-12

S66 Uniform Combined State Law Examination

2011-12-12

Other Names

Trevino Ayarzagoitia

View on SEC IAPD