Claire Adams, financial advisor Wellesley MA
93 score

Claire Adams

CRD Number: 1257320
Current Firm: Ubs Financial Services Inc.

Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Wellesley, MA Jun 2012 - Current 4
Morgan Stanley Smith Barney Wellesley, MA Jun 2009 - Jun 2012 3
Morgan Stanley & Company, Incorporated Wellesley, MA Apr 2007 - Jun 2009 2
Morgan Stanley Dw Inc. Wellesley, MA Apr 1996 - Apr 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Claire A. Adams
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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