Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
25yrs
Peter Baechler
Financial advisor at UBS Financial Services
Peter Baechler has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Coral Gables, Florida. After three years at UBS International, Peter joined UBS Financial Services in 2010, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience in Coral Gables
Office4225 Ponce DE Leon Blvd Suite 600, Coral Gables, FL 33146
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.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowUBS Financial Services Inc.Current firm
- 2007 – 2010UBS International Inc.Previously
- Jun 2004 – Sep 2005UBS International Inc.Previously
Questions to ask Peter
Tailored to Peter’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call UBS Financial Services at (201) 352-3000 and ask for Peter Baechler. Peter works from the Coral Gables, FL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2001, about 25 years. Top 24% by experience in Coral Gables.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter 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 Peter 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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