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Macnair Adam Sawicki

Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. UBS Financial Services Inc.Feb 2026 to now
  2. UnenmployedSep 2025 to Feb 2026
  3. Morgan StanleyJul 2023 to Aug 2025
  4. UnemployedMay 2022 to Jul 2023
  5. Hospitality SouthAug 2019 to May 2022
  6. Jinya Ramen BarMay 2019 to Aug 2019
  7. University of GeorgiaAug 2018 to May 2022
  8. Jinya Ramen BarMay 2018 to Aug 2018
  9. Holy Innocents' Episcopal SchoolAug 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

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
7788444
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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