Claire
Hawkes

Single Point Partners

CRD#6991177
Investment Advisor
in Boston, MA

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About this Advisor

Claire Hawkes is a financial advisor based in Boston, Massachusetts, working with Single Point Partners. Claire has previously held positions at the University Of New Hampshire, Ballentine Partners LLC, Single Point Partners, Madeleine's Daughter Bridal, Portsmouth Kayak Adventures, and Aroma Joe's. Claire has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Claire is part of Single Point Partners, which operates out of Boston, Massachusetts. The firm has 10 offices and 14 employees. The firm manages assets totaling $525.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Single Point Partners includes fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Fixed Fees

Office Location

277 Dartmouth Street 4Th Floor
Boston, MA 02116

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Single Point Partners Brokerage Details

Total Assets Under Management

$524,990,693

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

14

MA Average: 118
Total Number of Accounts

963

MA Average: 4,567
Average Account Size

$545,162

MA Average: $3,506,186

Investment Advisory Services

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

Claire Hawkes Work History

2023 - Present (1 year)

Single Point Partners

2018 - 2022 (4 years)

Ballentine Partners LLC

2017 - 2018 (1 year)

Ballentine Partners LLC

2016 - 2016 (< 1 year)

Portsmouth Kayak Adventures

2015 - 2017 (2 years)

Madeleine'S Daughter Bridal

2014 - 2018 (4 years)

University Of New Hampshire

2014 - 2015 (1 year)

Aroma Joe'S

Disclosures

Please visit the SEC profile of Claire Hawkes 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 Single Point Partners

Michelle Lum
Boston, MA
Claire Hawkes
Boston, MA
Joshua Sedlecky
Boston, MA
Leah Warren
Boston, MA
Meghan Dwyer
Boston, MA
Michelle Harrison
Boston, MA
Alexa Fattore
Boston, MA
Abraham Kirby-Galen
Boston, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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