Christopher
Stuart
Shorepoint Capital Partners LLC
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About this Advisor
Christopher Stuart is a chartered financial analyst based out of Norwood, Massachusetts with 1 year of relevant experience. Stuart currently works for Shorepoint Capital Partners LLC. Throughout their career, Stuart has worked at Columbia Management Investment Distributors Inc, Shortzilla, Commonwealth Financial Network, Shorepoint Capital Partners LLC and Columbia Management Investment Advisers, LLC. Stuart has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in Massachusetts. Shorepoint Capital Partners LLC is a registered investment business operating out of Norwood, MA. It controls $618 million in assets between its 1,099 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,099 client accounts, 35% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and publication of newsletters. Financial management fees typically are based on which service is offered. Fee types billed by Shorepoint Capital Partners LLC most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shorepoint Capital Partners LLC Brokerage Details
$618,337,886
9
1,099
$562,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
Christopher Stuart Work History
Christopher has been registered as a financial advisor for 1 years.*
Shorepoint Capital Partners LLC
Commonwealth Financial Network
Columbia Management Investment Distributors Inc
Columbia Management Investment Advisers, LLC
Shortzilla
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Stuart 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 Shorepoint Capital Partners LLC
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
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