UBS Financial Services
46yrs
Top advisor by experience in Rochester
New
Christopher Harmon
Full name on record: Christopher Michael Harmon
Financial advisor at Equitable Advisors
Christopher Harmon is a fiduciary financial advisor in Rochester, New York, registered since Jan 2026. Christopher has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office765 Jefferson Road 3rd Floor, Suite 310, Rochester, NY 14623
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- Apr 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Christopher
(212) 314-4600Firm headquarters in New York, NY. Ask for Christopher. 765 Jefferson Road 3rd Floor, Suite 310Rochester, NY 14623Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Equitable Advisors at (212) 314-4600 and ask for Christopher Harmon. Christopher works from the Rochester, NY office.
How long has Christopher been a financial advisor?
Christopher is new to the profession, registered since Jan 2026, and holds 1 license.
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?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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