Paul Marie Adam

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Ubs Financial Services Inc
  Nashville, TN
• 06/2022 → 08/2022
  Hilmar Cheese Company
  Hilmar, CA
• 09/2021 → 05/2023
  Innisfree Irish Pub
  Tuscaloosa, AL
• 04/2019 → 12/2020
  Mccaffrey's Food Market
  Princeton, NJ
• 06/2021 → 08/2021
  Oakdale Golf & Country Club
  Oakdale, CA
• 09/2015 → 06/2019
  Princeton High School
  Princeton, NJ
• 08/2019 → 05/2023
  The University Of Alabama
  Tuscaloosa, AL

Previous Registrations

• 2024-11-26 → 2025-03-14
  Ubs Financial Services Inc.
  Nashville, TN
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26