Jose Alberto Cacicedo

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

• 03/2009 → Present
  Ubs International Inc.
  Miami, FL
• 03/2009 → Present
  Ubs Ag
  Miami, FL
• 01/2010 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

1) NAME OF OTHER BUSINESS: cafe holdings trust/ INVESTMENT RELATED?: Y / ADDRESS: miami/ NATURE OF THE BUSINESS: holds personal real estate for inheritance purpose/ POSITION: Proprietor/ Owner / DUTIES:I have non this is a second home / START DATE: 10/01/2019 / HOURS DEVOTED TO BUSINESS: NA /// 2) Cafe Consulting LLC; Miami, Florida; Company; Services (Business, Professional, Support); consulting; Proprietor / owner; Start date: 2/27/2024

Exams

• S66 Uniform Combined State Law Examination
  2010-03-08

Other Names

• Joe Cacicedo
• Jose Cacicedo