Christopher
Mccoy

Ubs Financial Services Inc

CRD#4980403
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Christopher Mccoy is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the industry for 13 years. Mccoy is on the advisory team at Ubs Financial Services Inc. Over the course of their career, they have held roles at Trillium Trading, LLC, Mccoy Trading LLC, Hefren-Tillotson, Inc and Ubs Financial Services Inc. Mccoy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Ubs Financial Services Inc is a financial advisory business headquartered in Pittsburgh, Pennsylvania. It has offices in 369 locations and a total of 13,402 employees. It administers $496 billion in assets across its 922,927 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,543 charities and foundations. Of its 922,927 accounts, 52% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

Bny Mellon Center 500 Grant Street, 46Th Floor
Pittsburgh, PA 15219

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

PA Average: $10,121,009,343
Total Number of Employees

13,335

PA Average: 92
Total Number of Accounts

957,738

PA Average: 6,978
Average Account Size

$517,923

PA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Christopher Mccoy Work History

Christopher has 13 years of experience.

2017 - Present (2 years)

Ubs Financial Services Inc

2014 - 2017 (3 years)

Hefren-Tillotson, Inc

2012 - 2014 (2 years)

Mccoy Trading LLC

2005 - 2012 (7 years)

Trillium Trading, LLC

Disclosures

Christopher Mccoy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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