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Luis Alejandro Lepervanche

Ubs Financial Services Inc.

Miami, FL

CRD 7579537

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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
FL RA APPROVED 2025-03-13
IL RA APPROVED 2023-09-08
  • FL RA
    APPROVED
    Since 2025-03-13
  • IL RA
    APPROVED
    Since 2023-09-08

Branch Locations

100 Se 2Nd Street 27Th Floor, Miami, FL 33131 • 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
Aramak - Food Company Dahlonega GA 11/2018 03/2020
University Of North Georgia Dahlonega GA 03/2019 03/2020
Knox College Galesburg IL 03/2021 06/2021
Knox College Galesburg IL 08/2021 10/2022
Camp Walt Whitman Piermont NH 06/2021 08/2021
Haevn Galesburg IL 03/2022 05/2022
The Greenwood Project Chicago IL 06/2022 07/2022
Ubs Financial Services, Inc Chicago IL 07/2022 08/2022
Ubs Financial Services Chicago IL 12/2022 Present
U.S. Liceo Los Arcos Caracas, Miranda 08/2007 06/2018
University Of North Georgia Dahlonega GA 08/2018 05/2020
Knox College Galesburg IL 08/2020 10/2022
  • 11/2018 → 03/2020
    Aramak - Food Company
    Dahlonega, GA
  • 03/2019 → 03/2020
    University Of North Georgia
    Dahlonega, GA
  • 03/2021 → 06/2021
    Knox College
    Galesburg, IL
  • 08/2021 → 10/2022
    Knox College
    Galesburg, IL
  • 06/2021 → 08/2021
    Camp Walt Whitman
    Piermont, NH
  • 03/2022 → 05/2022
    Haevn
    Galesburg, IL
  • 06/2022 → 07/2022
    The Greenwood Project
    Chicago, IL
  • 07/2022 → 08/2022
    Chicago, IL
  • 12/2022 → Present
    Ubs Financial Services
    Chicago, IL
  • 08/2007 → 06/2018
    U.S. Liceo Los Arcos
    Caracas, Miranda
  • 08/2018 → 05/2020
    University Of North Georgia
    Dahlonega, GA
  • 08/2020 → 10/2022
    Knox College
    Galesburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
  • S66 Uniform Combined State Law Examination
    2023-09-08

View on SEC IAPD

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