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Michelle Silvermen Harrison

Investment adviser representative at Single Point Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$641.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Single Point PartnersAug 2023 to now
  2. Ballentine Partenrs, LLCDec 2014 to Jun 2023

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (MA).

Single Point Partners

Legal name: Single Point Partners, LLC

$641.3MAssets managed
201Clients
11Advisers
8 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
5461897
Firm CRD
163793
Advisor's SEC record (opens in a new tab)
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