Susan
Disdier
Ucapamericas
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About this Advisor
Susan Disdier is a financial advisor operating out of Miami, Florida with a total of 2 years of relevant experience. Disdier is currently employed by Ucapamericas. Throughout their career, they have worked at Efg Asset Management (Americas) Corp, Efg Capital Advisors LLC, Wells Fargo Clearing Services, LLC, Ucap Securities LLC, Ucap Asset Management LLC and Efg Capital International. Disdier maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Ucapamericas is a registered investment business that has its headquarters in Miami, FL. It oversees $190 million in assets under management across its 258 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 258 client accounts, 25% are associated with high-net-worth clients who have more than $1 million in assets. Ucapamericas performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is provided. Fees charged by Ucapamericas likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ucapamericas Brokerage Details
$189,965,592
12
258
$736,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Susan Disdier Work History
Susan has been registered as a financial advisor for 2 years.*
Ucap Securities LLC
Ucap Asset Management LLC
Wells Fargo Clearing Services, LLC
Efg Asset Management (Americas) Corp
Efg Capital Advisors LLC
Efg Capital International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Disdier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ucapamericas
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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