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Advisors / Puerto Rico / Guaynabo
20yrs

Michael Prewitt

Financial advisor at UBS Financial Services

Based in Guaynabo, Puerto Rico, Michael Prewitt is a fiduciary financial advisor with 20 years of industry experience. Michael has been with UBS Financial Services since 2022; before that, Michael spent less than a year at Universal Financial Services. 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 115 advisors with offices in Guaynabo, and one of 115 fiduciaries.

Guaynabo, PRFiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 66% of advisors in Puerto Rico
OfficeGuaynabo, PR
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

  1. 2022 – now
  2. Apr 2022 – Jun 2022
    Universal Financial Services Inc.Previously
  3. Sep 2006 – Sep 2006

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call UBS Financial Services at (201) 352-3000 and ask for Michael Prewitt. Michael works from the Guaynabo, PR office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2006, about 20 years. More experience than 66% of advisors in Puerto Rico.

What licenses does Michael hold?

Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael 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 Michael 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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