Patrick
Adams

Ubs Financial Services Inc

CRD#2039213
Investment Advisor
in Alexandria, VA

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About this Advisor

Patrick Adams is a financial advisor operating out of Alexandria, Virginia who has 19 years of relevant experience. Adams works at Ubs Financial Services Inc. They have been with Ubs Financial Services Inc for their complete career. Adams has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in District Of Columbia, Maryland, Texas and Virginia. Ubs Financial Services Inc is an advisory firm operating out of Weehawken, NJ. The firm has offices in 369 locations and a total of 13,059 employees. It manages $601 billion in total assets among its 1,077,471 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 8,062 charitable organizations. Of its 1,077,471 accounts, 65% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number of services, including 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. Financial management fees depend on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 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

Office Location

110 S. Union St., Suite 101
Alexandria, VA 22314

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$600,808,847,012

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

13,059

VA Average: 92
Total Number of Accounts

1,077,471

VA Average: 6,978
Average Account Size

$557,610

VA Average: $1,450,417

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 been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Janine Klein
Miami, FL
David Coleman
Short Hills, NJ
Karyn Laughrun
Asheville, NC
Donald Rosenthal
Short Hills, NJ
Eric Delagarza
Watertown, NY
Michael Tusing
Chesterfield, MO
Seth Ripple
Miami, FL
John Mccolskey
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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