Daniel Andres De Leon

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

• 06/2014 → 06/2019
  Goldman Sachs & Co.
  Miami, FL
• 08/2019 → 05/2021
  The Wharton School
  Philadelphia, PA
• 06/2020 → 08/2020
  Evercore Group Llc
  New York, NY
• 08/2021 → 05/2022
  Evercore Group Llc
  New York, NY
• 09/2025 → Present
  Ubs Financial Services Inc.
  New York, NY
• 05/2022 → 07/2025
  Goldman Sachs & Co
  New York, NY

Previous Registrations

• 2014-10-13 → 2014-11-26
  Goldman Sachs & Co. Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-27
• S63 Uniform Securities Agent State Law Examination
  2021-04-23

Other Names

• Daniel Andres Deleon