Henry Jefferds Wheelwright
Investment adviser representative at Stablepoint Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$930MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Stablepoint Partners, LLCNov 2023 to now
- Morgan Stanley Private Bank, N.AAug 2020 to now
- Morgan StanleySep 2015 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Stablepoint Partners, LLC
$930MAssets managed
561Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4420164
- Firm CRD
- 328503