Ayarzagoitia Trevino

Ubs Financial Services Inc

Investment Advisor
in San Antonio, TX

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About this Advisor

Eric Ayarzagoitia Trevino is a financial advisor whose office is in San Antonio, Texas. Currently an investment advisor with Ubs Financial Services Inc, they have accumulated nine years of experience in the financial advisory industry. Ayarzagoitia Trevino maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Ayarzagoitia Trevino is registered to act as an advisor based out of Texas. Throughout their career, Ayarzagoitia Trevino has worked at Ubs Financial Services and Grupo Financiero Invex. Ubs Financial Services Inc is based out of San Antonio, Texas, and has 369 other locations in the country. In total, Ubs Financial Services Inc manages $496 billion in assets across 957,738 accounts and employs more than 13,335 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 500,077 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 56% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Ubs Financial Services Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

200 Concord Plaza Suite 300 B And Suite 400
San Antonio, TX 78216

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


TX Average: $10,121,009,343
Total Number of Employees


TX Average: 92
Total Number of Accounts


TX Average: 6,978
Average Account Size


TX Average: $1,450,417

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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
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Eric Ayarzagoitia Trevino Work History

Eric has 10 years of experience.

2011 - Present (9 years)

Ubs Financial Services

2010 - 2011 (1 year)

Grupo Financiero Invex


Eric Ayarzagoitia Trevino has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Chad Torelli
New York, NY
Jordan Winterfeld
Houston, TX
Ian Deluke
Rochester, NY
Claudine Choquette
Miami, FL
Christopher Albanese
Weehawken, NJ
Nicole Hiller
Wayzata, MN
Evan Bloomberg
Short Hills, NJ
Adriana Maria Da Cruz
New York, NY

This content was compiled from the SEC and FINRA.

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