Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Adams is an advisor in Washington, D.C. Currently a registered advisor at Ubs Financial Services Inc, Adams has 12 years of practice as a financial advisor. Adams maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Adams is able to serve clients based out of Washington, D.C., Virginia and Texas. Adams has spent their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Washington, D.C., and has 369 other locations throughout the United States. As an advisory firm, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and employs more than 13,402 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Ubs Financial Services Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Patrick Adams Work History
Patrick has 12 years of experience.
Ubs Financial Services Inc
Patrick Adams has disclosures.
Please visit their SEC profile for more details.