Carlos Pita

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

• 06/2016 → Present
  Ubs Financial Services Inc.
  Miami, FL

Other Businesses

1) INVERSIONES MONTE ROSA C.A.; Av. Francisco de Miranda con Calle Arturo Uslar Pietri, Torre Metalica, Mezz. 2; Caracas; Miaranda; 1060; Commercial Real Estate Investments; Member of Board of directors; oversight of legal, administrative and operational process; 1/1/2000; Business hours per month: No /// 2) CGS 2000 PARTNERS LLC; 2000 South Dixie Highway, Coconut Grove, FL 33133; Commercial Real Estate Investments; Other; Manager; oversight of legal and administrative matters; 11/1/2009; Business hours per month: No /// 3) ANDMAR TRUST DATED 11/04/2009; 5772 SW 81st St, South Miami, FL 33143; The Trust is a member to a Florida LLC (CGS 2000 Partners LLC) which indirectly owns commercial real estate as passive investment; Trustee; oversight of the assets own by the trust; 11/4/2009; Business hours per month: No /// 4) JPF CENTROS COMERCIAIS HOTELARIA E CONSTRUCAO LDA; Rua Joao Tavira, No. 31 a 35, 1ro Andar; Funchal; Madeira; 9000; oversight of legal, administrative and operational process; Member of Board of directors; oversight of legal, administrative and operational process; 1/1/1996; Business hours per month: No /// 5) FNC REALTY LLC; 5773 SW 81st St, South Miami, FL 33143; State of Florida LLC will own units of JPF Centros Comerciais Hotelaria e Construcao Ltda. which owns family property for estate planning purposes; Officer; Exercise Manager general duties and obligations; 7/28/2016; Business hours per month: No /// 6) JPF TAVIRA 35 LLC; 5773 SW 81st St, South Miami, FL 33143; State of Florida LLC will own units of JPF Centros Comerciais Hotelaria e Construcao Ltda. which owns family property for estate planning purposes; Officer; Exercise Manager general duties and obligations; 7/28/2016; Business hours per month: No /// 7) NAME OF OTHER BUSINESS: Inmobiliaria TD-AP10 LLC/ INVESTMENT RELATED?: No / ADDRESS: 5773 SW 81st Street, Miami/ NATURE OF THE BUSINESS: Real Estate Company, Holding personal real estate investments / POSITION: Proprietor / owner/ DUTIES: Manage company affairs in reference to rental property./ START DATE: 02/28/2022/ HOURS DEVOTED TO BUSINESS: NA /// 8) CPRE Investment Trust / State of Florida Trust will own units in Florida's LLCs which will eventually receive family property for estate planning purposes / Exercise Trustee general duties and powers. /// 9) C.P.P. Trust / State of Florida Trust will own units in Florida's LLCs which will eventually receive family property for estate planning purposes. / Exercise Trustee general duties and powers. /// 10) C.P.P. Trust dated 07/30/2012 / State of Florida Trust will own units in Florida's LLCs which will eventually receive family property for estate planning purposes. / Exercise Trustee general duties and powers. 11) Lagares Private Foundation, Netherlands Antilles Julianaplein 36 Curacao, Foundation, Real Estate, Owns 160,000 sqf of commercial real estate property in Caracas, Venezuela, Protector/Beneficiary, start date-2/20/2023, The entity and activity are out of scope of US targeted sactions on public entities and officials, I had been designated as protector to my mother's estate. 12) Inmobiliaria TD-AP10 LLC, MiamiFLUnited States-33143, Company, Real Estate, Holding personal real estate investments, Proprietor / owner, Manage company affairs in reference to rental property, start date-2/28/2022, Investment related-Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  1995-03-03

Other Names

• Carlos Pita
• Carlos Pita-Pita
• Carlos Pitapita