Alejo Eduardo Czerwonko Pupi

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

• 07/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

1) Name of Business: The Wilson Center./ Address: One Woodrow Wilson Plaza, 1300 Pennsylvania Ave. NW Washington, DCWashington, DCUnited States 20004-3027./ Investment Related: No./ Nature: The Wilson Center, chartered by the US Congress in 1968 as the official memorial to President Woodrow Wilson, is the US's key non-partisan policy forum for tackling global issues through independent research and open dialogue to inform actionable ideas for the policy community. The Wilson Center's prestigious Latin American Program provides non-partisan expertise to a broad community of decision makers in the United States and Latin America on critical policy issues facing the Hemisphere./ Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: I have been invited to join the Wilson Center's Latin American Program's Advisory Board as a Corporate member. The Advisory Board is a distinguished group of thought leaders, policy makers, and private sector and foundation executives from throughout the Americas. Board members are not paid for their service, nor do they have legal or fiduciary responsibility for the Latin American Program. Corporate members have access to world-class scholars and issue experts at the Wilson Center and in their broad networks around the Hemisphere./ Start Date: 7/17/2023./ Hours Devoted: No./ Time Required: No.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-31

Other Names

• Alejo Pupi Czerwonko