Rene Elias Marin

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

• 09/2020 → 11/2025
  Citigroup
  Miami, FL
• 06/2018 → 08/2020
  Ihs Markit, Ltd.
  Dallas, TX
• 04/2018 → 05/2018
  Unemployed
  Dallas, TX
• 11/2017 → 03/2018
  Mthree Corporate Consulting Limited
  Dallas, TX
• 06/2017 → 10/2017
  Unemployed
  Fort Worth, TX
• 08/2013 → 05/2017
  Texas Christian University
  Fort Worth, TX
• 11/2025 → 04/2026
  Citi Private Bank
  Miami, FL
• 04/2026 → Present
  Ubs Financial Services Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-08
• S63 Uniform Securities Agent State Law Examination
  2024-03-21

Other Names

• René Marín
• René Elías Marín
• Rene Elias Marin
• Rene Marin