Christopher Robert Stagg
Investment adviser representative at United Capital Financial Advisors
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.6BFirm assets
Are you Christopher Robert Stagg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
16 years in the industry.
- United Capital Financial Advisors, LLCFeb 2019 to now
- Mid Atlantic Financial Management, Inc.Mar 2019 to Jul 2019
- Mid Atlantic Capital CorporationOct 2010 to Feb 2019
- Mid Atlantic Financial Management, Inc.Oct 2010 to Feb 2019
- Miller Financial, IncSep 2010 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (UT).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 5671195
- Firm CRD
- 134600