Donald Adams, financial advisor Wayzata MN

Donald Adams

CRD Number: 1986789
Current Firm: Ubs Financial Services Inc.

Donald Adams (CRD# 1986789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 34 years of experience in the finance industry. Donald Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Wayzata, MN Mar 2016 - Current 8
Bank Of America, Na Wayzata, MN Dec 2009 - Mar 2016 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Edina, MN Apr 1995 - Mar 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Donald W. Adams
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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