Patrick
Adams

Ubs Financial Services Inc

CRD#2039213
Investment Advisor
in Washington, DC
Are you Patrick Adams? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find 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

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

1501 K. Street Nw
Washington, DC 20005

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

Total Assets Under Management

$496,090,415,121

DC Average: $10,121,009,343
Total Number of Employees

13,402

DC Average: 92
Total Number of Accounts

922,927

DC Average: 6,978
Average Account Size

$537,519

DC Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2006 - Present (13 years)

Ubs Financial Services Inc

Disclosures

Patrick Adams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started