Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
28yrs
Devora Tepper
Financial advisor at UBS Financial Services
Based in Boca Raton, Florida, Devora Tepper is a fiduciary financial advisor with 28 years of industry experience. Devora joined UBS Financial Services in 2015, after five years at Morgan Stanley and less than a year at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office1800 North Military Trail Suite 300, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowUBS Financial Services Inc.Current firm
- 2010 – 2015Morgan StanleyPreviously
- Apr 2006 – Sep 2006MerrillPreviously
- Jul 2005 – Apr 2006Advest, Inc.Previously
- 2002 – 2005UBS International Inc.Previously
Questions to ask Devora
Tailored to Devora’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devora
How do I contact Devora?
Call UBS Financial Services at (201) 352-3000 and ask for Devora Tepper. Devora works from the Boca Raton, FL office.
How long has Devora been a financial advisor?
Devora has been in the industry since 1998, about 28 years. Top 19% by experience nationwide.
What licenses does Devora hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Devora a fiduciary?
Devora is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devora paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Devora for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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