Supreme Alliance
47yrs
Top advisor by experience in Charlotte
New
Blake Cooling
Financial advisor at UBS Financial Services
Blake Cooling is a fiduciary financial advisor in Charlotte, North Carolina, registered since Dec 2025. Blake joined UBS Financial Services in 2026, 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
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office6100 Fairview Road 9th Floor, Charlotte, NC 28211
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
- Sep 2026 – nowUBS Financial Services Inc.Current firm
Questions to ask Blake
Tailored to Blake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Blake
How do I contact Blake?
Call UBS Financial Services at (201) 352-3000 and ask for Blake Cooling. Blake works from the Charlotte, NC office.
How long has Blake been a financial advisor?
Blake is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Blake hold?
Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake 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 Blake 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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