Christopher Robert Stagg

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 02/2019
  Mid Atlantic Financial Management, Inc.
  Pittsburg, PA
• 10/2010 → 02/2019
  Mid Atlantic Capital Corporation
  Salt Lake City, UT
• 09/2010 → 02/2019
  Miller Financial, Inc
  Salt Lake City, UT
• 02/2019 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 03/2019 → 07/2019
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA

Previous Registrations

• 2019-04-15 → 2019-07-08
  Mid Atlantic Financial Management, Inc.
  Salt Lake City, UT
  Pittsburgh, PA
• 2010-10-11 → 2019-02-15
  Mid Atlantic Financial Management, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Pittsburgh, PA
• 2009-09-02 → 2010-09-17
  Waddell & Reed
  Clearfield, UT

Exams

• S66 Uniform Combined State Law Examination
  2009-09-01

Designations

• Certified Financial Planner

Other Names

• Christopher Stagg
• Chris Stagg