Allyson
Cellucci

Stablepoint Partners, LLC

CRD#2135679
Investment Advisor
in Braintree, MA

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About this Advisor

Allyson Cellucci is a financial advisor based in Braintree, Massachusetts, working with Stablepoint Partners, LLC. Allyson has previously held positions at Stablepoint Partners, LLC, Morgan Stanley, and UBS Financial Services Inc. Allyson has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Allyson is part of Stablepoint Partners, LLC, which operates out of Braintree, Massachusetts. The firm has 6 employees and manages assets totaling $534.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Stablepoint Partners, LLC includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

45 Braintree Hill Park Suite #402
Braintree, MA 02184

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Stablepoint Partners, LLC Brokerage Details

Total Assets Under Management

$534,681,810

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

1,636

MA Average: 4,567
Average Account Size

$326,823

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Allyson Cellucci Work History

2023 - Present (1 year)

Stablepoint Partners, LLC

2015 - 2023 (8 years)

Morgan Stanley

2007 - 2015 (8 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Allyson Cellucci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stablepoint Partners, LLC

Claire Smith
Braintree, MA
Annemarie Daly
Braintree, MA
Christopher Griffith
Braintree, MA
Henry Wheelwright
Braintree, MA
Allyson Cellucci
Braintree, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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