Christopher Sales-Sorto, financial advisor San Francisco CA

Christopher Sales-Sorto

CRD Number: 6461767
Current Firm: Ubs Financial Services Inc.

Christopher Sales-Sorto (CRD# 6461767) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Ubs Financial Services, Inc. San Francisco, CA Dec 2015 - Current 4
Credit Suisse San Francisco, CA Mar 2015 - Dec 2015 < 1
Accounting Principles @ City & County Of San Francisco San Francisco, CA Dec 2014 - Feb 2015 < 1
World Financial Group Oakland, CA Aug 2014 - Dec 2014 < 1
Bank Of The West San Ramon, CA May 2013 - Jul 2014 1
Select Staffing @ Bank Of The West San Ramon, CA Jan 2014 - Apr 2014 < 1
Year Up Bay Area - Intern @ Bank Of The West San Ramon, CA Aug 2013 - Dec 2013 < 1
Year Up Bay Area San Francisco, CA Mar 2013 - Jul 2013 < 1
The Peralta Community College District Alameda, CA Aug 2010 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2020
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Christopher Sales-Sorto
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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