Peter Zubizarreta

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Miami, FL

Previous Registrations

• 2003-06-25 → 2008-12-15
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

1)HAMMOCK OAKS HOMEOWNERS ASSOC. / 483 CAMPANA AVENUE CORAL GABLES,FL 33156 / NEIBORHOOD / BEAUTIFICATION / OFFICER / TREASURER / START DATE 4/1/2013. 2)ZUBIZARRETA LLC / 490 CAMPANA AVE CORAL GABLES,FLORIDA 33156 / COMPANY/ SERVICES (BUSINESS, PROFESSIONAL, SUPPORT) / PUBLIC RELATIONS / OFFICER /SPOUSE'S COMPANY / ADVISE ON FINANCIAL MATTERS CONSULT WITH CLIENTS / START DATE 08/16/2013/ 3)ST. THOMAS EPISCOPAL CHURCH / 5690 N. KENDALL DRIVE CORAL GABLES,FL 33156 / CHURCH / MEMBER OF BOARD OF DIRECTORS / BOARD OF DIRECTORS / START DATE 1/26/2015 4)Cuban Museum / Miami United States,Florida cubanmuseum.org / No/ 02/29/2016 Museum / No / Officer / / Chairman of the board of directors / Start Date 3/1/16 Elected No / No 5)NAME OF OTHER BUSINESS: Coral Gables Foundation/ INVESTMENT RELATED?: No / ADDRESS: 220 Alhambra Circle Suite 320, Coral Gables, FL / NATURE OF THE BUSINESS: Charity / POSITION: Board of Directors / DUTIES: Attend board meeting and advise the staff. / START DATE: 6-1-2022 / HOURS DEVOTED TO BUSINESS: NA 6) Lowe Art Museum, Coral GablesFlorida United States- 33146, Educational Establishment, Art Museum, Advisor or advisory group member if advice given may influence an officer/board, Chair advisory board and attend meetings and help promote the mission of the organization, start date-3/16/2020, My civil duties to help promote the arts and education.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-17
• S63 Uniform Securities Agent State Law Examination
  1985-10-08

Other Names

• Pete Zee Zubizarreta