Claire
Smith
Stablepoint Partners, LLC
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About this Advisor
Claire Smith is a financial advisor based in Braintree, Massachusetts, working with Stablepoint Partners, LLC. Claire has previously held positions at Realty Capital Securities, LLC, Columbia Management Investment Distributors, Inc, Morgan Stanley, Columbia Management Investment Advisers, Inc, and Stablepoint Partners, LLC. Claire has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Claire 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 high-net-worth clients and offers services including 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
Services Offered
Fee Structure
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Stablepoint Partners, LLC Brokerage Details
$534,681,810
6
1,636
$326,823
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Claire Smith Work History
Stablepoint Partners, LLC
Morgan Stanley
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisers, Inc
Realty Capital Securities, LLC
Disclosures
Please visit the SEC profile of Claire Smith 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
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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