UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
27yrs
Christopher Eckhardt
Full name on record: Christopher Morgan Eckhardt
Financial advisor at UBS Financial Services
Christopher Eckhardt has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Walnut Creek, California. After ten years at Merrill and five years at Banc of America Investment Services, Christopher joined UBS Financial Services in 2019, 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 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597
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 ?1 state
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.
Career
- 2019 – nowUBS Financial Services Inc.Current firm
- 2009 – 2019MerrillPreviously
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- 2001 – 2004Wells Fargo Investments, LLCPreviously
Contact Christopher
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Christopher. 1255 Treat Blvd Suite 1000Walnut Creek, CA 94597Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call UBS Financial Services at (201) 352-3000 and ask for Christopher Eckhardt. Christopher works from the Walnut Creek, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
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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