Adviser and broker representative · UBS Financial Services Inc.
Mina Choe C. McQuade
CRD 6649887 · Fort Myers, FL
At a glance
Mina Choe C. McQuade is an investment adviser representative with UBS Financial Services Inc. in Fort Myers, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mina Choe’s SEC record dates to 2023, about 3 years ago. Mina Choe is also registered as a broker representative.
Current advisory firm
- UBS Financial Services Inc.Since August 2026Fort Myers, FL · $916B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at UBS Financial Services Inc.
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- Parker ConitzFort Myers
- Daniel J. HyndenFort Myers · Certified Financial Planner
- Natasha LarkFort Myers
- Juliana LombardoFort Myers
- Nicholas A. Maurillo Jr.Fort Myers
- David Mc QuadeFort Myers
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