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Vinicius Moreira Lanza

Ubs Financial Services Inc.

San Francisco, CA

Weehawken, NJ

CRD 8152335

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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
CA RA APPROVED 2026-05-06
  • CA RA
    APPROVED
    Since 2026-05-06

Branch Locations

555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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
Exercito Brasileiro Rio De Janeiro 03/2022 03/2025
Minas Tenis Clube Belo Horizonte 01/2020 12/2024
Indiana University Bloomington IN 01/2016 05/2020
Swimtec Gainesville Gainesville FL 01/2025 09/2025
Ubs Financial Services, Inc San Francisco CA 10/2025 Present
  • 03/2022 → 03/2025
    Exercito Brasileiro
    Rio De Janeiro
  • 01/2020 → 12/2024
    Minas Tenis Clube
    Belo Horizonte
  • 01/2016 → 05/2020
    Indiana University
    Bloomington, IN
  • 01/2025 → 09/2025
    Swimtec Gainesville
    Gainesville, FL
  • 10/2025 → Present
    Ubs Financial Services, Inc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-01
  • S66 Uniform Combined State Law Examination
    2025-11-01

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

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