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Adam Mark Conish

Ubs Financial Services Inc.

Philadelphia, PA

CRD 4865384

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Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-28
  • PA RA
    APPROVED
    Since 2026-08-28

Branch Locations

1735 Market Street, 44Th Floor Mellon Bank Ctr., Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glenmede Investment Management, Lp Philadelphia PA 01/2007 08/2026
Quasar Distributors, Llc Milwaukee WI 08/2007 08/2026
Ubs Financial Services Inc. Philadelphia PA 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-03
S63 Uniform Securities Agent State Law Examination 2004-12-10
  • S65 Uniform Investment Adviser Law Examination
    2007-07-03
  • S63 Uniform Securities Agent State Law Examination
    2004-12-10
Other Names
  • Adam Conish

View on SEC IAPD

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