Claire Alexandra Smith
Investment adviser representative at Stablepoint Partners, LLC
10 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
10 years in the industry.
- Stablepoint Partners, LLCNov 2023 to now
- Morgan StanleyMar 2018 to Nov 2023
- Columbia Management Investment Advisers, Inc.Feb 2016 to Feb 2018
- Columbia Management Investment Distributors, Inc.Jan 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
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
- 6384810
- Firm CRD
- 328503