Supreme Alliance
47yrs
Top advisor by experience in Charlotte
11yrs
Christopher Settle
Full name on record: Christopher Robert Settle
Financial advisor at UBS Financial Services
Christopher Settle is a fiduciary financial advisor in Charlotte, North Carolina, with 11 years in the industry. After two years at Edward Jones, Christopher joined UBS Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office11325 North Community House Road Suite 600, Charlotte, NC 28277
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
- 2018 – nowUBS Financial Services Inc.Current firm
- 2015 – 2018Edward JonesPreviously
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 Settle. Christopher works from the Charlotte, NC office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2015, about 11 years. 11 years in the industry.
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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