Top Wealth · rank 17 · New York, New York · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (Errico Partners) (high)
- “"basicInformation": {"individualId": 1697176, "firstName": "ROBERT", "lastName": "ERRICO", "otherNames": ["CHRIS ERRICO", "CHRISTOPHER ERRICO", "ROBERT CHRISTOPHER ERRICO"], "bcScope": "Active", "iaScope": "Active", "d” — sec_finra_regulatory
- “At Errico Partners, we’re focused on the markets—the risks, the rewards and the strategies for finding value in any environment.” — firm_official
- Parent company — UBS Group AG (high)
- “"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/2/2007", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNum” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/2/2007", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- “We are a seasoned team within UBS Private Wealth Management, an exclusive division comprised of UBS Advisors differentiated by their extensive training and focus on clients with significant and complex wealth.” — firm_official
- Team name — Errico Partners (high)
- “As the Errico Partners’ principal Private Wealth Advisor, he seeks to provide overall strategic direction for the team and their ultra high net worth clients.” — firm_official
- Team size — 16 (medium)
- “R. Christopher Errico (Managing Director, Private Wealth Advisor) - Sean Kilduff (Managing Director–Wealth Management, Private Wealth Advisor) - Adam Galaburda (Managing Director–Wealth Management, Private Wealth Advisor” — firm_official
- CRD — 1697176 (high)
- “"individualId": 1697176, "firstName": "ROBERT", "lastName": "ERRICO", "otherNames": ["CHRIS ERRICO", "CHRISTOPHER ERRICO", "ROBERT CHRISTOPHER ERRICO"]” — sec_finra_regulatory
- Years experience — 35 (high)
- “"daysInIndustryCalculatedDate": "1/10/1991"” — sec_finra_regulatory
- Designations — other:Private Wealth Advisor, other:Series 7, other:Series 31, other:Series 63, other:Series 65 (high)
- “Chris joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a senior portfolio manager in the firm’s Portfolio Management Program.” — firm_official
- “Series 7, 31, 63 and 65 securities licenses” — firm_official
Book of business
- Team AUM ($M) — 4900 (high)
- “Team Assets (Custodied): $4.9B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size: $2M” — forbes_shook
- Typical client net worth ($M) — 50 (medium)
- “Typical Net Worth of Relationships: $1-50M” — forbes_shook
- Client niche — ultra-high-net-worth families seeking active market/stock-selection management (high)
- “As the Errico Partners’ principal Private Wealth Advisor, he seeks to provide overall strategic direction for the team and their ultra high net worth clients. He concentrates on the team’s overall investment and stock se” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "11/2/2007", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/erricopartners/ (high)
- Value proposition (verbatim) — Market focused. Value driven. … "Markets may close, but they never rest. Our commitment to you is 24/7, 365 days a year." … At Errico Partners, we're focused on the markets—the risks, the rewards and the strategies for finding value in any environment. For more than 25 years, we have helped our clients simplify their lives and provide clarity in an uncertain world. (high)
- “Market focused. Value driven.” — firm_official
- “"Markets may close, but they never rest. Our commitment to you is 24/7, 365 days a year." Christopher Errico Managing Director, Private Wealth Advisor” — firm_official
- Differentiators — Stock-picking and market expertise, not just asset allocation, 24/7/365 availability, Straightforward, plain-spoken explanation of the why behind recommendations, "My Total Picture" consolidated reporting across UBS and outside accounts, UBS Family Office Solutions Group and 20+ subject matter experts (high)
- “We don’t just transact trades We invest for clients, their families and their future. When it comes to structuring your portfolio, we are decisive thinkers who thoroughly study markets, trends and companies to navigate v” — firm_official
- “Straightforward advice from a pragmatic team We help you understand the why and how behind our recommendations and our specific planning and investment decisions.” — firm_official
- Content marketing — none (medium)
- “href="Index.htm" … href="Meet-the-team.htm" … href="contact.htm"” — firm_official
- Has podcast — no (medium)
- “href="Index.htm" … href="Meet-the-team.htm" … href="contact.htm"” — firm_official
- Books published — 0 (medium)
- “Chris serves as Chairman of the Treasurer/Finance and Audit Committee and is a member of the Board of Trustees for The Boys’ Club of New York.” — firm_official
- Linkedin url — https://www.linkedin.com/in/r-christopher-errico-69581417/ (low)
- “R. Christopher Errico - Managing Director at UBS | LinkedIn” — social_or_third_party_db
- Social presence — none (medium)
- Press awards — Barron's Top 100 Financial Advisors, 2009–2026 (annually), Barron's Hall of Fame, 2019, Barron's Top 250 Private Wealth Management Teams, 2024–2026, Barron's Top 100 Private Wealth Management Teams, 2022, Barron's Top 1,500 Financial Advisors, 2026 (high)
- “Barron's Hall of Fame, 2019 The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.” — firm_official
- “Barron's Top 100 Financial Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 The Barron's rating is awarded annually in April and is based on information” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisors.ubs.com/erricopartners/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard UBS corporate template: white ground, red accent line-icons (money, globe, mountain peak), clean sans-serif type, executive headshot portraits, and a dense wall of Barron's/Forbes award badges. No team-specific identity. (high)
- “src="mediahandler/media/453444/Money-red.svg" src="mediahandler/media/453486/Earth_ globe_ global-red.svg" src="mediahandler/media/453487/Mountain_ peak_ top-red.svg"” — firm_official
- “Recognized as an industry leader R. Christopher Errico Forbes Best-in-State Wealth Advisors, 2018-2026” — firm_official
