Stephanie Della Manna Gaal

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

• 11/2016 → 10/2019
  Xp Securities Llc
  Miami, FL
• 05/2016 → 11/2016
  Xp Investimentos Cctvm Sa
  Sao Paulo
• 10/2020 → 09/2024
  Ubs Europe Se
  Hamburg
• 10/2024 → Present
  Ubs Financial Services, Inc
  Miami, FL
• 01/2020 → 01/2021
  Rotterdam School Of Management, Erasmus University
  Rotterdam

Previous Registrations

• 2018-06-15 → 2019-10-08
  Xp Advisory Us, Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03