Adam Martin Thebeau
Investment adviser representative at UBS Financial Services Inc.
9 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
9 years in the industry.
- UBS Financial Services Inc.Aug 2025 to now
- Florida Financial AdvisorsJun 2025 to Jul 2025
- Trinity Wealth Securities, LLCMay 2025 to Jul 2025
- Lincoln CapitalMay 2024 to Apr 2025
- University of Nebraska LincolnJun 2021 to May 2025
- Belleville East High SchoolMay 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8104273
- Firm CRD
- 8174