Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
21yrs
Christopher Cotter
Financial advisor at UBS Financial Services
Christopher Cotter is a financial advisor in Boston, Massachusetts, with 21 years in the industry. Christopher joined UBS Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Christopher holds the CFP® designation.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 65% of advisors in Boston
OfficeOne Post Office Square, Boston, MA 02109
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowUBS Financial Services Inc.Current firm
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 UBS Financial Services at 201-352-3000 and ask for Christopher Cotter. Christopher works from the Boston, MA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2006, about 21 years. More experience than 65% of advisors in Boston.
What licenses does Christopher hold?
Series 63. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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