Adam Thomas Wilcox
Investment adviser representative at UBS Financial Services Inc.
14 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
14 years in the industry.
- UBS Financial Services Inc.Oct 2025 to now
- Fidelity InvestmentsSep 2024 to Aug 2025
- UnemployedMay 2024 to Sep 2024
- University of MichiganAug 2023 to May 2024
- D.A. DavidsonJun 2023 to Aug 2023
- University of MichiganAug 2022 to May 2023
- AmazonMay 2022 to Jul 2022
- University of MichiganAug 2021 to May 2022
- Universal RobotsMay 2021 to Sep 2021
- University of MichiganAug 2020 to May 2021
- PostmatesMay 2020 to Jul 2020
- University of MichiganAug 2019 to May 2020
- Intermountain Life SciencesJun 2019 to Aug 2019
- Waterford SchoolSep 2018 to Jun 2019
- Intermountain Life SciencesJun 2018 to Aug 2018
- Waterford SchoolSep 2012 to Jun 2018
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 (UT).
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
- 7771559
- Firm CRD
- 8174