Adam V Macleod
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- T Rowe PriceMay 2024 to Jan 2026
- Mount St Mary's UniversitySep 2023 to May 2024
- The Bulfinch GroupJun 2023 to Sep 2023
- Mount St. Mary's UniversityAug 2022 to Jun 2023
- Hometown Heat and AcMay 2022 to Aug 2022
- Mount St. Mary's UniversityAug 2021 to May 2022
- High Sierra PoolsMay 2021 to Aug 2021
- Mount St. Mary's UniversityAug 2020 to May 2021
- High Sierra PoolsMay 2020 to Aug 2020
- Holliston High SchoolAug 2019 to May 2020
- High Sierra PoolsMay 2019 to Aug 2019
- Holliston High SchoolAug 2018 to May 2019
- High Sierra PoolsMay 2018 to Aug 2018
- Kent County High SchoolAug 2017 to May 2018
- Kent County Parks and RecreationMay 2017 to Aug 2017
- Kent County High SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (DC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7745285
- Firm CRD
- 8174