Christopher Pilalas
Christopher Pilalas is a registered investment advisor at UBS Financial Services INC., based in Boston, MA, with 51 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
265 Franklin Street, Boston, MA, 02110
Get directionsHistory
Regulatory History (7)
Customer Dispute
March 2008Customer Dispute
June 1995Customer Dispute
April 1995Customer Dispute
October 1994Customer Dispute
February 1992Regulatory
May 1982Customer Dispute
June 1979Other Business Activities
Christopher receives rental income from renting space for aircraft since 2000, is a trustee of the New Bedford Whaling Museum since 2009 (dedicating minimal time), owns Costa Propeties LLC for apartment rentals since 2005, and is on the investment committee for the Order of Malta American Association since 2013.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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