Christopher Marc Reese
Investment adviser representative at UBS Financial Services Inc.
18 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- UBS Financial Services, IncApr 2024 to now
- Raymond James & Associates, IncNov 2018 to Apr 2024
- Morgan Stanley Services Group Inc.Mar 2017 to Nov 2018
- Morgan StanleySep 2012 to Nov 2018
- Golds Gym, IncJan 2008 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4629401
- Firm CRD
- 8174