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UTI INVESTMENTS AMERICA LIMITED

ST PETER PORT, Guernsey · CRD 330110 · IAPD ↗ · 65 8499 0103

$0Regulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
July 2026 — UTI INVESTMENTS AMERICA LIMITED grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
March 2025 — UTI INVESTMENTS AMERICA LIMITED added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — UTI INVESTMENTS AMERICA LIMITED (ST PETER PORT, Guernsey) is newly SEC-registered with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.