Adam Mustafic is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2026-04-17 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2024-11-06 | 2026-04-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-11-18 | 2024-10-29 | — |