Wells Sutton Armes
Investment adviser representative at UBS Financial Services Inc.
16 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
16 years in the industry.
- UBS Financial Services Inc.Oct 2024 to now
- Hillandale AdvisorsJun 2024 to Sep 2024
- CaptrustNov 2023 to May 2024
- Old Chatham Golf ClubAug 2021 to Aug 2023
- University of North Carolina At Chapel Hill Athletic DepartmentJan 2021 to May 2023
- University of North Carolina At Chapel HillAug 2020 to May 2023
- University of GeorgiaAug 2019 to May 2020
- University of Georgia Athletic AssociationAug 2019 to May 2020
- St. David's SchoolAug 2010 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7987736
- Firm CRD
- 8174