American Wealth Management
47yrs
Top advisor by experience in Alpharetta
23yrs
Christopher Smith
Full name on record: Christopher Alan Smith
Financial advisor at UBS Financial Services
Christopher Smith has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Alpharetta, Georgia. After two years at Morgan Stanley & Co. and four years at Morgan Stanley DW, Christopher joined UBS Financial Services in 2009, 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 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office8000 Avalon Blvd Suite 925, Alpharetta, GA 30009
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowUBS Financial Services Inc.Current firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2003 – 2007Morgan Stanley DW Inc.Previously
Contact Christopher
Local office(678) 518-3614Ask for Christopher. (201) 352-3000Main office · Weehawken, NJ 8000 Avalon Blvd Suite 925Alpharetta, GA 30009Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- 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 Christopher’s local office at (678) 518-3614 or the UBS Financial Services main office at (201) 352-3000, and ask for Christopher Smith.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2003, about 23 years. More experience than 69% of advisors nationwide.
What licenses does Christopher hold?
Series 66. 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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