Elizabeth 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

• 09/2008 → Present
  Ubs Financial Services Inc.
  St. Petersburg, FL

Previous Registrations

• 2007-04-02 → 2008-10-06
  Morgan Stanley & Co. Llc
  St. Petersburg, FL
• 1996-05-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  St. Petersburg, FL
  St.PEtersbur, FL

Other Businesses

Carl T. Boake PA, FL 33710PinellasFLUnited States,Otherp/t position with a personal friend - Carl T Boake, PAServices (Business, Professional, Support)Attorney - mainly family lawActiveOthermy friend, Carl needs administrative assistance as one of his employees have left his firm. It will be mainly clerical assistance on a part time basis, with no interference with my hours or duties with UBSOrganizing files, setting appointments, phone calls, assisting with other office duties Start Date -7/14/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-02
• S65 Uniform Investment Adviser Law Examination
  1996-06-24

Other Names

• Elzabeth Ann Adam
• Elizabeth Ann Thibodeau
• Elizabeth Ann Wilson
• Elizabeth A Thibodeau
• Elizabeth Ann Adam