UBS Financial Services
42yrs
Top advisor by experience in Puerto Rico
18yrs
Max Perez
Financial advisor at UBS Financial Services
Max Perez is a fiduciary financial advisor in San Juan, Puerto Rico, with 18 years in the industry. Max joined UBS Financial Services in 2018, 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 259 advisors with offices in San Juan, and one of 252 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors in San Juan
Office250 Munoz Rivera Avenue, San Juan, PR 00918
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
- 2018 – nowUBS Financial Services Inc.Current firm
Contact Max
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Max. 250 Munoz Rivera AvenueSan Juan, PR 00918Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Max
Tailored to Max’s registration and firm.
- 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 Max
How do I contact Max?
Call UBS Financial Services at (201) 352-3000 and ask for Max Perez. Max works from the San Juan, PR office.
How long has Max been a financial advisor?
Max has been in the industry since 2008, about 18 years. More experience than 60% of advisors in San Juan.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max 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 Max 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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