Ucap Americas

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
173643
Registered since
June 23, 2015

Firm profile

FINTRX

Overview

Ucap Americas is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. Public records classify the firm as "unclassified" and do not list it as a capital allocator. The entity does not identify itself as an active ESG investor. Other reported attributes indicate it is not a multi-state adviser, not newly formed, and it does not list itself as a pension consultant or as a related adviser. Available fields for client focus, fee structure, business activities, and advisory services are blank in the public snapshot, so the firm has provided little descriptive detail about how it positions its services or the client segments it targets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Sixto Campano

    Chief Executive OfficerCRD 1567239

  • Dinah Caratini

    Dinah Caratini

    Chief Compliance OfficerCRD 2757383

  • Juan Massens

    COOCRD 2802360

Contacts

3 of 15
  • Alma Estrada

    Senior Registered AssistantCRD 4359708

  • Susan Disdier

    Susan Disdier

    Managing DirectorCRD 4203995

  • Lourdes Stauffer

    Lourdes Stauffer

    Client Service AssistantCRD 5912994

Unlock 12 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth