Alejandro Malbran, financial advisor Miami FL
93 score

Alejandro Malbran

CRD Number: 5403220
Current Firm: Ubs Financial Services Inc.

Alejandro Malbran (CRD# 5403220) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 9 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Miami FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Miami FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Jonathan Cameron, financial advisor Miami FL
Jonathan G. Cameron
CRD# 5301972
Camerondowning, LLC
Score
103
Company Name Location Dates Years
Ubs Financial Services Inc. Miami, FL Nov 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Dec 2011 - Nov 2015 3
Laidlaw & Company (uk) Ltd New York, NY Jun 2009 - Nov 2011 2
Unemployed New York, NY Apr 2009 - Jun 2009 < 1
Avalon Partners, Inc. New York, NY Jan 2009 - Mar 2009 < 1
Fordham Financial Management, Inc. New York, NY Dec 2007 - Jan 2009 1
Capstone Holdings New York, NY Oct 2007 - Nov 2007 < 1
E1 Asset Management New York, NY May 2007 - Nov 2007 < 1
Unemployed New York, NY Feb 2007 - Apr 2007 < 1
Belvedere Property Management South Hampton, NY Jul 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Alejandro Malbran
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.