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Christopher Metter

14 Years of Experience
New York City, NY
Broker

Christopher Metter is a registered investment advisor at UBS Financial Services INC., based in New York City, NY, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

1285 Avenue of the Americas, 15th, 16th, 17th & 18th, New York City, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is an advisory board member for the Greenwich Young Professionals Group, a non-profit organization. He dedicates a few hours per week to raising awareness of the group and coordinating networking events.

Employment History
Current Registrations
UBS Financial Services INC.
April 2013 - Present · 13 yrs 3 mos
UBS Financial Services INC.
April 2013 - Present · 13 yrs 3 mos
UBS Financial Services INC.Broker
April 2013 - Present · 13 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - March 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - March 2013 · 1 yr 3 mos
Metlife Securities INC.
February 2011 - October 2011 · 8 mos
Metlife Securities INC.Broker
January 2011 - October 2011 · 9 mos
State Registrations24 states
ARAZCACOCTDEFLGAILKYMAMEMNNCNHNJNMNYORPASCTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.