Samanta Isabel Perez Rincon

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

• 01/2026 → Present
  Ubs Financial Services, Inc
  West Palm Beach, FL
• 05/2022 → Present
  The Breakers Palm Beach
  Palm Beach, FL
• 07/2024 → 12/2025
  Jpmorganchase
  West Palm Beach, FL
• 12/2021 → 01/2022
  Flying Squirrel
  Weston, FL
• 12/2019 → 02/2020
  Gecko Parx
  Weston, FL
• 06/2017 → 07/2021
  Lightning Softball/Baseball Camp
  Weston, FL
• 08/2016 → 06/2017
  Cypress Bay High School
  Weston, FL
• 08/2020 → 05/2024
  Palm Beach Atlantic University
  West Palm Beach, FL

Other Businesses

The Breakers Palm Beach Business is NOT investment-related 1 S County Rd, Palm Beach FL 33480 Hotel Position: Sports Concierge - Ocean Tennis Employee / Staff May 24, 2022 Estimated 20 hours or less a month 0 hours devoted during securities trading hours Duties: taking reservations for courts and tennis lessons via phone and email. keeping tennis area clean and tidy.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-10

Other Names

• Samanta Isabel Perez