Brandon Josue Velasquez Gutierrez

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

• 05/2019 → 10/2019
  Shelter Island Yacht Club
  Shelter Island, NY
• 05/2020 → 08/2021
  Gardiner's Bay Country Club
  Shelter Island, NY
• 05/2022 → 09/2022
  Liz Is All Biz
  Shelter Island, NY
• 06/2023 → 09/2023
  Rmr Wealth Management
  New York, NY
• 05/2023 → 09/2023
  Shelter Island Party Rental
  Shelter Island, NY
• 09/2023 → 10/2023
  Uri Recwell
  Kingston, RI
• 11/2023 → 12/2023
  Polaris Mep
  Providence, RI
• 06/2024 → 08/2024
  Ubs Financial Services
  Weehawken, NJ
• 08/2015 → 06/2021
  Shelter Island High School
  Shelter Island, NY
• 09/2021 → 05/2025
  University Of Rhode Island
  Kingston, RI
• 05/2025 → 08/2025
  Unemployed
  Shelter Island, NY
• 08/2025 → Present
  Ubs Financial Services Inc.
  Boulevard, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-20

Other Names

• Brandon Josue Velasquez Gutierrez