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Andrea Lucia Colina Martinez

Ubs Financial Services Inc.

Miami, FL

Coral Gables, FL

CRD 7250374

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-19
  • FL RA
    APPROVED
    Since 2025-06-19

Branch Locations

Miami, FL • United States

4225 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33146 • 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
OrganizationCityStateFromTo
Extended Travel San Jose 06/2016 10/2016
Extended Travel Miami FL 10/2016 01/2017
N/A Maracaibo 01/2017 10/2017
Extended Travel Miami FL 10/2017 01/2018
N/A Maracaibo 01/2018 04/2019
N/A Miami FL 04/2019 01/2020
Self Employment Coral Gables FL 01/2020 02/2020
Us South Engineering Miami Lakes FL 02/2020 05/2020
Self Employed Doral FL 05/2020 09/2022
Ubs Financial Services Inc. Coral Gables FL 09/2022 Present
  • 06/2016 → 10/2016
    Extended Travel
    San Jose
  • 10/2016 → 01/2017
    Extended Travel
    Miami, FL
  • 01/2017 → 10/2017
    N/A
    Maracaibo
  • 10/2017 → 01/2018
    Extended Travel
    Miami, FL
  • 01/2018 → 04/2019
    N/A
    Maracaibo
  • 04/2019 → 01/2020
    N/A
    Miami, FL
  • 01/2020 → 02/2020
    Self Employment
    Coral Gables, FL
  • 02/2020 → 05/2020
    Us South Engineering
    Miami Lakes, FL
  • 05/2020 → 09/2022
    Self Employed
    Doral, FL
  • 09/2022 → Present
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2025-06-18

View on SEC IAPD

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