Daniel Douer

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

• 01/2026 → Present
  Ubs Financial Services, Inc
  New York, NY
• 05/2025 → 12/2025
  Ubs Financial Services, Inc
  New York, NY
• 01/2024 → 07/2024
  Manhattan Institute Of Management
  New York, NY
• 08/2024 → 12/2025
  Fordham University
  New York, NY
• 03/2023 → 09/2023
  Bdo Consulting
  Tel Aviv
• 08/2020 → 01/2023
  University Of Miami
  Miami, FL
• 08/2019 → 08/2020
  Nova Southeastern University
  Davie, FL
• 01/2018 → 12/2018
  Colegio Faap
  Sao Paulo
• 01/2017 → 12/2017
  Colegio Rio Branco
  Sao Paulo
• 01/2003 → 01/2017
  Colegio Beit Yaacov
  Sao Paulo
• 09/2023 → 01/2024
  Unemployed
  Sao Paulo
• 01/2019 → 07/2019
  Faculdade Faap
  Sao Paulo

Exams

• S66 Uniform Combined State Law Examination
  2026-07-01