Unclaimed
Christopher Evans McAdoo is a financial advisor with over 34 years of experience in the financial services industry. Christopher is currently registered with Steward Partners Investment Advisory, LLC and has been with the firm since July 2020. Prior to joining Steward Partners, Christopher was a financial advisor at UBS Financial Services Inc. for over 13 years. Christopher has a broad range of experience and expertise in financial planning, investment management, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
07/02/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
07/01/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
08/31/2006 - 07/09/2020
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
07/31/2001 - 09/05/2006
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NY
03/20/1992 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/20/1989 - 03/25/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/28/1988 - 01/12/1990
FITZGERALD, DEARMAN & ROBERTS, INC.
NA
04/19/1988 - 05/26/1988
GREENTREE SECURITIES CORP.
IA
Issued 2/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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