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Advisors / Maine / Portland
37yrs

Christopher Grennon

Financial advisor at UBS Financial Services

Christopher Grennon has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Portland, Maine. Christopher joined UBS Financial Services in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 398 advisors with offices in Portland, and one of 365 fiduciaries.

Portland, ME 04101Top 6% by experience in MaineFiduciary advisor
Call the officeDirections

At a glance

Experience37 years (since 1990)
How that compares ?Top 6% by experience in Maine
OfficeOne City Center 10th Floor, Portland, ME 04101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states

Services through UBS Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2002 – now

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Christopher’s local office at (207) 791-5120 or the UBS Financial Services main office at (201) 352-3000, and ask for Christopher Grennon.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1990, about 37 years. Top 6% by experience in Maine.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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