Christopher Roger Stuart

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 06/2022
  Commonwealth Financial Network
  Waltham, MA
• 07/2022 → 09/2025
  Shorepoint Capital Partners Llc
  Norwood, MA
• 09/2025 → Present
  Allworth Financial
  Norwood, MA

Previous Registrations

• 2022-07-11 → 2025-10-30
  Shorepoint Capital Partners Llc
  Norwood, MA
• 2015-05-20 → 2022-06-21
  Commonwealth Financial Network
  Waltham, MA
• 2014-02-19 → 2015-05-12
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Chartered Financial Analyst

Other Names

• Chris Roger Stuart
• Christopher R Stuart