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Uyana Partners LLC
SEC-regulated
Registered investment advisor
Uyana Partners, LLC, located in Miami Beach, FL, is led by Felipe Chediak, who has extensive experience in the financial industry. Mr. Chediak holds a Master's in Accounting from Virginia Tech and an International MBA with a focus on Finance and Entrepreneurship from Instituto de Empresa. He has served in various roles, including as a Senior Relationship Manager for Rothschild Bank and a Non-Executive Director at Insignium Wealth Management AG. Mr. Chediak has been with Uyana Partners since 2018, where he currently serves as Manager and Chief Compliance Officer.
As a fiduciary, Mr. Chediak does not receive compensation from non-clients related to client advising. He oversees the supervision of investment advice provided to clients, conducting annual compliance reviews. There are no disciplinary events or material facts to disclose regarding Mr. Chediak. Additionally, he is not associated with any investment-related boards that could conflict with his role at Uyana Partners. Clients can rest assured that Mr. Chediak's expertise and commitment to ethical practices guide the firm's investment strategies and client interactions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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