UBS Financial Services
46yrs
Top advisor by experience in Los Gatos
34yrs
Based in Los Gatos, California, Chris McCrary is a fiduciary financial advisor with 34 years of industry experience. Chris has been with Wells Fargo Advisors since 2013; before that, Chris spent five years at UBS Financial Services and ten years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 137 advisors with offices in Los Gatos, and one of 122 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Los Gatos
Office20 S Santa Cruz Ave [Satellite], Los Gatos, CA 95030
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Career
- 2013 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2007 – 2013UBS Financial Services Inc.Previously
- 1997 – 2007Citigroup Global Markets Inc.Previously
Questions to ask Chris
Tailored to Chris’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chris
How do I contact Chris?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Chris McCrary. Chris works from the Los Gatos, CA office.
How long has Chris been a financial advisor?
Chris has been in the industry since 1992, about 34 years. Top 9% by experience in Los Gatos.
What licenses does Chris hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chris a fiduciary?
Chris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chris paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chris 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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