Christopher Daniel Infante

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

• 06/2006 → 11/2019
  Global Strategic Investments Llc
  Miami, FL
• 03/2016 → 09/2016
  Southern Trust Securities, Inc.
  Miami, FL
• 06/2016 → 09/2018
  Global Reaserch Advisor Llc
  Miami, FL
• 09/2018 → 06/2021
  Cygnus Advisors, Llc
  Miami, FL
• 01/2020 → 06/2022
  Levelx Advisers, Llc
  Old Bridge, NJ
• 06/2006 → 12/2022
  Levelx Capital, Llc
  Brooklyn, NY
• 09/2018 → 06/2021
  Cygnus Advisors, Llc
  Miami, FL
• 01/2023 → Present
  Ubs
  New York, NY

Previous Registrations

• 2020-02-20 → 2022-06-30
  Levelx Advisers, Llc
  Old Bridge, NJ
• 2019-03-26 → 2021-06-22
  Prym Advisors Llc
  Fort Lauderdale, FL
• 2016-06-03 → 2018-09-19
  Gra Investment Advisor
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-05-11
• S63 Uniform Securities Agent State Law Examination
  2007-05-29